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
151
$7.71M 0.08%
124,220
+41,427
152
$7.65M 0.07%
24,279
-3,953
153
$7.5M 0.07%
71,940
+41,524
154
$7.41M 0.07%
190,428
-76,236
155
$7.26M 0.07%
36,089
+5,454
156
$7.26M 0.07%
77,575
+9,000
157
$7.2M 0.07%
52,131
+7,518
158
$7.12M 0.07%
76,595
-47,784
159
$7.09M 0.07%
48,929
-12,412
160
$6.91M 0.07%
28,374
+4,653
161
$6.85M 0.07%
139,524
+11,437
162
$6.7M 0.07%
37,530
+6,217
163
$6.68M 0.07%
15,156
+14,499
164
$6.63M 0.06%
79,905
-2,444
165
$6.61M 0.06%
49,263
+825
166
$6.47M 0.06%
42,000
+24,101
167
$6.46M 0.06%
58,778
+2,850
168
$6.45M 0.06%
49,200
+42
169
$6.38M 0.06%
68,750
+22,404
170
$6.32M 0.06%
550,334
+16,032
171
$6.31M 0.06%
391,593
+89,673
172
$6.18M 0.06%
62,358
-5,186
173
$6.18M 0.06%
49,808
+3,601
174
$6.17M 0.06%
27,015
-8,538
175
$6.11M 0.06%
80,447
+54,367
5 6
7
8 9