Lido Advisors

Lido Advisors Portfolio holdings

AUM $24.4B
1-Year Est. Return 13.76%
This Quarter Est. Return
1 Year Est. Return
+13.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.16B
AUM Growth
+$1.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$115M
3
+$106M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$72.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$61M

Top Sells

1
+$38.3M
2
+$30.5M
3
+$24.3M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$21.6M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$19.4M

Sector Composition

1 Technology 12.18%
2 Healthcare 4.52%
3 Consumer Discretionary 3.91%
4 Financials 3.87%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$316K ﹤0.01%
19,541
+1,910
777
$315K ﹤0.01%
+948
778
$315K ﹤0.01%
+6,316
779
$314K ﹤0.01%
8,837
-2,516
780
$313K ﹤0.01%
17,882
-454
781
$313K ﹤0.01%
3,453
782
$311K ﹤0.01%
2,057
+357
783
$310K ﹤0.01%
6,957
+2,397
784
$309K ﹤0.01%
+14,880
785
$308K ﹤0.01%
1,049
+32
786
$308K ﹤0.01%
3,812
+335
787
$307K ﹤0.01%
2,823
-48
788
$307K ﹤0.01%
3,680
+186
789
$307K ﹤0.01%
5,191
+968
790
$299K ﹤0.01%
25,407
791
$298K ﹤0.01%
+18,657
792
$294K ﹤0.01%
3,842
-36,954
793
$292K ﹤0.01%
+5,807
794
$292K ﹤0.01%
+9,677
795
$291K ﹤0.01%
1,853
+403
796
$290K ﹤0.01%
19,500
797
$288K ﹤0.01%
1,372
-194
798
$286K ﹤0.01%
8,190
-1,558
799
$284K ﹤0.01%
11,778
+3,753
800
$283K ﹤0.01%
+2,044
30 31
32
33 34