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
76
$16.3M 0.16%
211,485
+95,322
77
$16.3M 0.16%
160,691
+102,737
78
$15.9M 0.15%
71,059
+47,783
79
$15.8M 0.15%
97,055
-6,877
80
$15.8M 0.15%
43,544
-18,671
81
$15.2M 0.15%
157,410
+107,407
82
$15.1M 0.15%
101,497
-12,553
83
$14.2M 0.14%
292,604
+50,296
84
$14.1M 0.14%
76,051
+22,371
85
$14.1M 0.14%
39,480
+2,724
86
$13.9M 0.14%
69,802
+45,307
87
$13.9M 0.14%
28,003
+9,092
88
$13.9M 0.14%
259,990
+250,427
89
$13.2M 0.13%
131,363
+28,915
90
$13.1M 0.13%
45,937
+18,901
91
$13.1M 0.13%
46,894
+8,975
92
$13M 0.13%
121,806
+9,434
93
$12.9M 0.13%
101,386
+13,729
94
$12.9M 0.13%
105,124
+1,006
95
$12.9M 0.13%
176,885
+10,930
96
$12.8M 0.12%
+365,899
97
$12.6M 0.12%
71,985
+301
98
$12.5M 0.12%
120,480
-1,357
99
$12.5M 0.12%
134,495
+2,273
100
$12.4M 0.12%
85,984
+78,057
2 3
4
5 6