Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.4B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.97B
AUM Growth
+$642M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$59.6M
2
+$48.7M
3
+$12.9M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$12.8M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$10.2M

Top Sells

1
+$13.7M
2
+$12.9M
3
+$11.5M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$7.01M
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$6.74M

Sector Composition

1 Technology 17.05%
2 Consumer Discretionary 5.7%
3 Healthcare 4.77%
4 Communication Services 4.64%
5 Financials 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.65M 0.19%
69,459
+31,071
102
$5.55M 0.19%
146,463
-39,500
103
$5.47M 0.18%
42,047
+8,268
104
$5.34M 0.18%
23,912
-219
105
$5.31M 0.18%
+272,314
106
$5.17M 0.17%
57,109
+5,346
107
$5.11M 0.17%
25,076
-867
108
$5.02M 0.17%
107,621
+9,841
109
$4.91M 0.17%
7,427
+5,667
110
$4.83M 0.16%
70,878
+5,994
111
$4.78M 0.16%
115,865
+30,201
112
$4.66M 0.16%
120,889
-4,503
113
$4.65M 0.16%
306,666
+4,896
114
$4.63M 0.16%
21,568
+2,089
115
$4.58M 0.15%
40,371
-105,680
116
$4.55M 0.15%
41,598
+18,371
117
$4.54M 0.15%
67,303
+3,602
118
$4.28M 0.14%
26,090
+9,803
119
$4.27M 0.14%
86,890
-1,490
120
$4.24M 0.14%
47,926
+3,745
121
$4.21M 0.14%
80,406
+12,743
122
$4.11M 0.14%
74,518
-7,969
123
$4.09M 0.14%
63,304
+20,789
124
$4.09M 0.14%
+59,712
125
$4M 0.13%
46,451
+4,427
3 4
5
6 7