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
801
$283K ﹤0.01%
3,020
-2,257
802
$283K ﹤0.01%
+4,786
803
$283K ﹤0.01%
913
+79
804
$282K ﹤0.01%
+1,446
805
$281K ﹤0.01%
5,559
-132
806
$280K ﹤0.01%
4,422
+199
807
$280K ﹤0.01%
+881
808
$279K ﹤0.01%
5,237
+83
809
$279K ﹤0.01%
3,106
+720
810
$279K ﹤0.01%
+1,518
811
$279K ﹤0.01%
+14,392
812
$276K ﹤0.01%
+28,707
813
$276K ﹤0.01%
+13,924
814
$274K ﹤0.01%
+1,608
815
$274K ﹤0.01%
3,438
+126
816
$273K ﹤0.01%
6,845
+25
817
$271K ﹤0.01%
+21,770
818
$270K ﹤0.01%
2,002
-108
819
$269K ﹤0.01%
2,459
-300
820
$268K ﹤0.01%
7,534
+92
821
$268K ﹤0.01%
4,724
+274
822
$268K ﹤0.01%
+1,564
823
$267K ﹤0.01%
+10,786
824
$267K ﹤0.01%
5,070
-2,330
825
$266K ﹤0.01%
8,199
+80
31 32
33
34 35