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
951
$70.3K ﹤0.01%
27,794
-12,482
952
$67.3K ﹤0.01%
31,307
953
$66K ﹤0.01%
11,286
+156
954
$63.3K ﹤0.01%
14,094
+962
955
$63.1K ﹤0.01%
+11,892
956
$62.7K ﹤0.01%
2,089
+400
957
$60.2K ﹤0.01%
20,565
+3,618
958
$58.8K ﹤0.01%
3,682
959
$58.4K ﹤0.01%
9,224
960
$55.1K ﹤0.01%
+10,418
961
$54.8K ﹤0.01%
+10,721
962
$54.2K ﹤0.01%
+1,081
963
$53.3K ﹤0.01%
35,308
964
$53K ﹤0.01%
+14,375
965
$52.1K ﹤0.01%
+43,419
966
$51K ﹤0.01%
+25,000
967
$44.7K ﹤0.01%
73,045
+1
968
$38.7K ﹤0.01%
10,100
-455
969
$35K ﹤0.01%
+15,408
970
$32.7K ﹤0.01%
+15,554
971
$26.1K ﹤0.01%
4,667
+667
972
$22.7K ﹤0.01%
113,400
+14,419
973
$22.6K ﹤0.01%
+5,000
974
$19.9K ﹤0.01%
1,740
975
$18.4K ﹤0.01%
14,702
37 38
39
40 41