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
826
$265K ﹤0.01%
6,558
+605
827
$263K ﹤0.01%
+13,443
828
$262K ﹤0.01%
+2,331
829
$262K ﹤0.01%
+10,638
830
$261K ﹤0.01%
2,329
+100
831
$258K ﹤0.01%
4,589
+89
832
$257K ﹤0.01%
4,069
-1,565
833
$256K ﹤0.01%
+2,870
834
$256K ﹤0.01%
+1,451
835
$256K ﹤0.01%
7,850
+430
836
$255K ﹤0.01%
4,774
+117
837
$254K ﹤0.01%
+5,940
838
$253K ﹤0.01%
22,000
-175,500
839
$250K ﹤0.01%
+2,540
840
$250K ﹤0.01%
+4,602
841
$249K ﹤0.01%
18,216
+1,000
842
$247K ﹤0.01%
15,857
-1,038
843
$247K ﹤0.01%
3,387
+302
844
$246K ﹤0.01%
+2,606
845
$245K ﹤0.01%
+2,530
846
$244K ﹤0.01%
2,978
-132
847
$244K ﹤0.01%
+3,906
848
– –
0
849
$242K ﹤0.01%
+2,462
850
$241K ﹤0.01%
+6,106
32 33
34
35 36