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
926
$151K ﹤0.01%
17,915
-10,231
927
$149K ﹤0.01%
14,639
-5,693
928
$149K ﹤0.01%
+2,336
929
$148K ﹤0.01%
+16,776
930
$148K ﹤0.01%
+18,408
931
$146K ﹤0.01%
13,533
932
$144K ﹤0.01%
36,762
+2,734
933
$139K ﹤0.01%
32,222
+11,192
934
$139K ﹤0.01%
+1,822
935
$133K ﹤0.01%
+11,988
936
$133K ﹤0.01%
+11,227
937
$132K ﹤0.01%
+16,352
938
$127K ﹤0.01%
877,314
+41,914
939
$126K ﹤0.01%
6,903
-1,561
940
$122K ﹤0.01%
+10,378
941
$109K ﹤0.01%
24,640
+11,727
942
$109K ﹤0.01%
339,720
+70,760
943
$107K ﹤0.01%
1,317
-75
944
$104K ﹤0.01%
20,684
+8,313
945
$98.9K ﹤0.01%
+10,186
946
$89.6K ﹤0.01%
96,326
+62,123
947
$83K ﹤0.01%
8,173
+1,074
948
$77.6K ﹤0.01%
+10,000
949
$73.5K ﹤0.01%
10,563
+27
950
$73.2K ﹤0.01%
+11,325
36 37
38
39 40