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
$8.83B
AUM Growth
+$1.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,129
New
Increased
Reduced
Closed

Top Buys

1
+$243M
2
+$242M
3
+$70.4M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$31.7M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$29M

Top Sells

1
+$26.7M
2
+$19.8M
3
+$18.4M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$13.7M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$13.3M

Sector Composition

1 Technology 12.77%
2 Healthcare 4.02%
3 Consumer Discretionary 3.79%
4 Financials 3.54%
5 Consumer Staples 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$19.1K ﹤0.01%
+10,000
1027
$15K ﹤0.01%
12,000
1028
$14.4K ﹤0.01%
+15,000
1029
$14.1K ﹤0.01%
28,602
1030
$10.6K ﹤0.01%
1,740
1031
$10.1K ﹤0.01%
5,000
1032
$5.07K ﹤0.01%
260
+20
1033
$3.08K ﹤0.01%
360
1034
– –
-13,443
1035
– –
-22,000
1036
– –
-43,419
1037
– –
-9,677
1038
– –
-11,778
1039
– –
-96,922
1040
– –
-1,081
1041
– –
-16,352
1042
– –
-6,887
1043
– –
-15,082
1044
– –
-2,844
1045
– –
-3,025
1046
– –
-19,355
1047
– –
-1,822
1048
– –
-3,309
1049
– –
-10,681
1050
– –
-9,192
40 41
42
43 44