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
976
$13.2K ﹤0.01%
+28,602
977
$13.1K ﹤0.01%
12,000
-1,700
978
$8.35K ﹤0.01%
+625
979
$5.79K ﹤0.01%
240
980
$5.42K ﹤0.01%
667
981
$3.02K ﹤0.01%
360
982
$3.01K ﹤0.01%
+526
983
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-7,355
984
– –
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985
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– –
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987
– –
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988
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– –
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990
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991
$0 ﹤0.01%
108,680
-30,601
992
– –
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– –
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996
– –
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– –
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– –
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– –
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1000
– –
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38 39
40
41 42