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
$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
101
$12.4M 0.17%
35,980
-6,910
102
$12.2M 0.17%
42,875
+39,385
103
$12.1M 0.17%
26,437
+18,999
104
$11.8M 0.17%
52,393
+10,423
105
$11.8M 0.16%
271,611
-11,539
106
$11.7M 0.16%
169,240
+90,239
107
$11.6M 0.16%
93,706
+84,581
108
$11.3M 0.16%
44,328
-28,568
109
$11.2M 0.16%
19,389
+7,779
110
$11.1M 0.16%
111,344
+102,548
111
$10.9M 0.15%
16,292
+5,344
112
$10.8M 0.15%
181,798
+164,988
113
$10.7M 0.15%
313,625
+55,658
114
$10.3M 0.14%
203,767
+131,710
115
$10.3M 0.14%
104,657
-30,787
116
$10.2M 0.14%
169,401
-48,476
117
$10.2M 0.14%
192,040
+37,440
118
$10.1M 0.14%
201,795
+74,912
119
$10.1M 0.14%
108,695
+24,800
120
$9.97M 0.14%
46,917
+2,953
121
$9.95M 0.14%
304,589
+56,915
122
$9.95M 0.14%
43,473
+8,045
123
$9.71M 0.14%
300,121
-306,014
124
$9.56M 0.13%
46,808
+41,669
125
$9.37M 0.13%
119,565
+99,720
3 4
5
6 7