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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
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1052
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1053
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1059
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1060
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1061
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1062
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1063
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1064
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1065
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1069
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1071
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1072
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1073
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1074
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1075
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-6,200
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