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Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.5B
1-Year Est. Return 19.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.24%
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
+$220M
2
+$112M
3
+$105M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$70.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$60.2M

Top Sells

1
+$30.3M
2
+$29.9M
3
+$23.8M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$21.7M
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
1026
– –
-6,236
1027
– –
-26,543
1028
– –
-23,660
1029
$0 ﹤0.01%
+11,640
1030
– –
-748
1031
– –
-17,637
1032
– –
-51,814
1033
– –
-36,325
1034
– –
-24,491
1035
– –
-20,627
1036
$0 ﹤0.01%
6,465
+97
1037
– –
-10,482
1038
– –
-12,739
1039
– –
-24,499
1040
– –
-34,207
1041
– –
-11,360
1042
– –
-15,117
1043
– –
-19,068
1044
– –
-13,577
1045
– –
-10,122
1046
– –
-8,181
1047
– –
-4,892
1048
– –
-48,695
1049
– –
-3,157
1050
– –
-23,303
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