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
1051
– –
-34,207
1052
– –
-11,360
1053
– –
-10,078
1054
– –
-19,068
1055
– –
-13,577
1056
– –
-10,122
1057
– –
-8,181
1058
– –
-4,892
1059
– –
-48,695
1060
– –
-3,157
1061
– –
-23,303
1062
– –
-9,400
1063
– –
-11,633
1064
– –
-3,974
1065
– –
-8,127
1066
– –
-6,948
1067
– –
-8,966
1068
– –
-36,281
1069
– –
-3,116
1070
– –
-198,017
1071
– –
-8,550
1072
– –
-13,093
1073
– –
-13,824
1074
– –
-26,357
1075
– –
-23,812
39 40 41 42
43