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
901
$208K ﹤0.01%
+10,438
902
$207K ﹤0.01%
27,127
+632
903
$207K ﹤0.01%
6,887
+120
904
$206K ﹤0.01%
6,651
-30
905
$204K ﹤0.01%
+3,898
906
$202K ﹤0.01%
+2,961
907
$202K ﹤0.01%
3,405
+99
908
$202K ﹤0.01%
+3,025
909
$201K ﹤0.01%
+4,938
910
$200K ﹤0.01%
+3,815
911
$200K ﹤0.01%
+875
912
$198K ﹤0.01%
+14,140
913
$181K ﹤0.01%
18,410
+1,135
914
$180K ﹤0.01%
+31,172
915
$175K ﹤0.01%
+5,899
916
$169K ﹤0.01%
+44,000
917
$164K ﹤0.01%
11,201
-20,503
918
$160K ﹤0.01%
+26,000
919
$158K ﹤0.01%
1,969
+44
920
$158K ﹤0.01%
402,120
+18,496
921
$157K ﹤0.01%
13,026
922
$157K ﹤0.01%
+10,109
923
$157K ﹤0.01%
+19,355
924
$156K ﹤0.01%
+40,000
925
$152K ﹤0.01%
13,575
-2,000
35 36
37
38 39