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
126
$9.32M 0.09%
114,730
-85
127
$9.32M 0.09%
38,133
+1,659
128
$9.3M 0.09%
112,049
-95,956
129
$9.3M 0.09%
124,533
-325,031
130
$9.2M 0.09%
38,062
-17,520
131
$9.15M 0.09%
477,366
+59,743
132
– –
0
133
$9.06M 0.09%
52,872
+22,078
134
$8.98M 0.09%
42,558
+33,815
135
$8.87M 0.09%
58,286
+18,005
136
$8.81M 0.09%
456,533
+329,499
137
$8.65M 0.08%
231,493
+85,057
138
$8.65M 0.08%
88,846
+5
139
$8.58M 0.08%
104,383
-371,422
140
$8.52M 0.08%
61,253
-947
141
$8.31M 0.08%
18,637
+15,920
142
$8.29M 0.08%
174,682
-3,358
143
$8.29M 0.08%
519,780
+389,445
144
$8.23M 0.08%
147,597
+22,536
145
$8.04M 0.08%
159,518
+8,681
146
$8.02M 0.08%
82,506
+4,281
147
$7.98M 0.08%
33,878
-18,931
148
$7.93M 0.08%
842,478
-8
149
$7.88M 0.08%
275,681
+19,818
150
$7.78M 0.08%
41,021
+34,849
4 5
6
7 8