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
176
$6.08M 0.06%
31,325
+14,760
177
$5.95M 0.06%
236,868
+215,386
178
$5.94M 0.06%
33,423
-34,084
179
$5.94M 0.06%
308,670
-224,512
180
$5.91M 0.06%
78,238
-17,808
181
$5.79M 0.06%
126,244
+2,823
182
$5.79M 0.06%
29,850
+7,897
183
$5.75M 0.06%
62,130
+454
184
$5.63M 0.05%
249,042
+207,987
185
$5.51M 0.05%
41,842
+100
186
$5.38M 0.05%
15,134
+2,884
187
$5.28M 0.05%
23,491
+4,292
188
$5.26M 0.05%
+60,397
189
$5.19M 0.05%
23,029
+272
190
$5.17M 0.05%
32,830
+27,836
191
$5.16M 0.05%
246,076
+169,072
192
$5.16M 0.05%
102,501
+472
193
$5.15M 0.05%
84,570
-3,500
194
$5.15M 0.05%
+218,894
195
$5.09M 0.05%
148,295
-5
196
$5.06M 0.05%
72,746
+2,015
197
$5.05M 0.05%
160,995
-37,155
198
$5.01M 0.05%
74,910
+56,314
199
$5M 0.05%
+216,826
200
$4.94M 0.05%
26,946
+11,144
6 7
8
9 10