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
201
$4.9M 0.05%
60,791
+56,068
202
$4.89M 0.05%
41,529
+193
203
$4.85M 0.05%
+202,162
204
$4.82M 0.05%
144,794
+554
205
$4.79M 0.05%
+191,483
206
$4.69M 0.05%
53,428
+21,718
207
$4.67M 0.05%
128,340
+889
208
$4.61M 0.04%
241,414
-7,524
209
$4.52M 0.04%
90,310
+22,365
210
$4.41M 0.04%
9,558
+380
211
$4.4M 0.04%
76,166
+37,329
212
$4.33M 0.04%
32,132
+21,871
213
$4.26M 0.04%
57,352
-25,338
214
$4.25M 0.04%
125,235
+4,684
215
$4.23M 0.04%
42,619
+27,213
216
$4.23M 0.04%
32,713
+312
217
$4.2M 0.04%
43,881
+113
218
$4.2M 0.04%
55,050
-5,892
219
$4.19M 0.04%
118,820
-32,919
220
$4.15M 0.04%
47,264
-15,343
221
$4.04M 0.04%
+80,464
222
$4M 0.04%
16,051
+783
223
$3.99M 0.04%
80,992
+471
224
$3.95M 0.04%
8,139
+1,789
225
$3.85M 0.04%
23,358
+7,142
7 8
9
10 11