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
101
$12.4M 0.12%
35,980
-6,910
102
$12.2M 0.12%
42,875
+39,385
103
$12.1M 0.12%
26,437
+18,999
104
$11.8M 0.12%
52,393
+10,423
105
$11.8M 0.11%
271,611
-11,539
106
$11.7M 0.11%
169,240
+90,239
107
$11.6M 0.11%
93,706
+84,581
108
$11.3M 0.11%
44,328
-28,568
109
$11.2M 0.11%
19,389
+7,779
110
$11.1M 0.11%
111,344
+102,548
111
$10.9M 0.11%
16,292
+5,344
112
$10.8M 0.1%
181,798
+164,988
113
$10.7M 0.1%
313,625
+55,658
114
$10.3M 0.1%
203,767
+131,710
115
$10.3M 0.1%
104,657
-30,787
116
$10.2M 0.1%
169,401
-48,476
117
$10.2M 0.1%
192,040
+37,440
118
$10.1M 0.1%
201,795
+74,912
119
$10.1M 0.1%
21,739
+4,960
120
$9.97M 0.1%
46,917
+2,953
121
$9.95M 0.1%
304,589
+56,915
122
$9.95M 0.1%
43,473
+8,045
123
$9.71M 0.09%
300,121
-306,014
124
$9.56M 0.09%
46,808
+41,669
125
$9.37M 0.09%
119,565
+99,720
3 4
5
6 7