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
876
$224K ﹤0.01%
19,446
+8,029
877
$224K ﹤0.01%
1,081
-619
878
$223K ﹤0.01%
+1,643
879
$223K ﹤0.01%
+5,462
880
$223K ﹤0.01%
2,966
+537
881
$222K ﹤0.01%
+1,654
882
$222K ﹤0.01%
+10,500
883
$222K ﹤0.01%
+10,681
884
$222K ﹤0.01%
8,247
-903
885
$221K ﹤0.01%
+816
886
$221K ﹤0.01%
9,552
-1,043
887
$221K ﹤0.01%
+8,579
888
$218K ﹤0.01%
4,250
889
$217K ﹤0.01%
+831
890
$216K ﹤0.01%
+1,848
891
$215K ﹤0.01%
+1,695
892
$214K ﹤0.01%
9,694
-1,633
893
$214K ﹤0.01%
+4,061
894
$212K ﹤0.01%
+8,293
895
$212K ﹤0.01%
+2,962
896
$212K ﹤0.01%
+1,005
897
$211K ﹤0.01%
+4,887
898
$210K ﹤0.01%
60,710
899
$209K ﹤0.01%
+1,571
900
$209K ﹤0.01%
3,309
-15,277
34 35
36
37 38