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
851
$239K ﹤0.01%
+5,080
852
$239K ﹤0.01%
4,598
+153
853
$239K ﹤0.01%
+6,626
854
$239K ﹤0.01%
3,468
-60
855
$237K ﹤0.01%
6,948
+120
856
– –
0
857
$237K ﹤0.01%
15,289
+2,410
858
$236K ﹤0.01%
+921
859
$235K ﹤0.01%
+7,517
860
$234K ﹤0.01%
2,508
+220
861
$234K ﹤0.01%
+6,220
862
$233K ﹤0.01%
+2,844
863
$232K ﹤0.01%
15,005
-117
864
$232K ﹤0.01%
+1,177
865
$231K ﹤0.01%
+759
866
$230K ﹤0.01%
7,583
-3,204
867
$227K ﹤0.01%
2,170
-14,700
868
$227K ﹤0.01%
21,593
+460
869
$227K ﹤0.01%
+3,914
870
$227K ﹤0.01%
+4,411
871
$226K ﹤0.01%
+1,096
872
$226K ﹤0.01%
+10,471
873
$226K ﹤0.01%
5,917
-4,272
874
$225K ﹤0.01%
+7,211
875
$225K ﹤0.01%
35,756
+5,016
33 34
35
36 37