Lido Advisors Portfolio holdings
AUM
$19.1B
1-Year Return
10.87%
This Quarter Return
-1.75%
1 Year Return
+10.87%
3 Year Return
+39.58%
5 Year Return
+65.07%
10 Year Return
–
AUM
$8.93B
AUM Growth
+$97.1M
(+1.1%)
Cap. Flow
+$322M
Cap. Flow
% of AUM
3.61%
Top 10 Holdings %
Top 10 Hldgs %
46.23%
Holding
1,147
New
113
Increased
516
Reduced
340
Closed
120
Top Buys
| 1 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
$250M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$44.7M |
| 3 |
Apple
AAPL
|
$30.3M |
| 4 |
Microsoft
MSFT
|
$21.3M |
| 5 |
Vanguard Total World Stock ETF
VT
|
$20.9M |
Top Sells
Sector Composition
| 1 | Technology | 12.61% |
| 2 | Healthcare | 4.07% |
| 3 | Financials | 3.73% |
| 4 | Consumer Discretionary | 3.63% |
| 5 | Consumer Staples | 2.62% |
