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
$8.83B
AUM Growth
+$1.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,129
New
Increased
Reduced
Closed

Top Buys

1
+$243M
2
+$242M
3
+$70.4M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$31.7M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$29M

Top Sells

1
+$26.7M
2
+$19.8M
3
+$18.4M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$13.7M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$13.3M

Sector Composition

1 Technology 12.77%
2 Healthcare 4.02%
3 Consumer Discretionary 3.79%
4 Financials 3.54%
5 Consumer Staples 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$259K ﹤0.01%
13,924
902
$258K ﹤0.01%
7,374
-2,848
903
$258K ﹤0.01%
+1,140
904
$258K ﹤0.01%
3,452
-1,965
905
$257K ﹤0.01%
11,441
-13,753
906
$256K ﹤0.01%
+8,900
907
$253K ﹤0.01%
4,826
+52
908
$253K ﹤0.01%
10,955
+484
909
$253K ﹤0.01%
7,866
-333
910
$252K ﹤0.01%
+12,439
911
$251K ﹤0.01%
+12,500
912
$251K ﹤0.01%
4,848
-2,980
913
$250K ﹤0.01%
6,943
-1,247
914
$250K ﹤0.01%
2,023
+175
915
$249K ﹤0.01%
+6,370
916
$249K ﹤0.01%
+7,378
917
$248K ﹤0.01%
2,666
-909
918
$248K ﹤0.01%
+1,101
919
$247K ﹤0.01%
984
-21
920
$247K ﹤0.01%
+2,176
921
$246K ﹤0.01%
3,984
-2,307
922
$246K ﹤0.01%
22,365
-7,867
923
$245K ﹤0.01%
25,305
+3,712
924
$244K ﹤0.01%
+2,012
925
$240K ﹤0.01%
+7,241
35 36
37
38 39