Lido Advisors

Lido Advisors Portfolio holdings

AUM $19.1B
1-Year Est. Return 10.87%
This Quarter Est. Return
1 Year Est. Return
+10.87%
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
Utilities Select Sector SPDR Fund
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
1
$969M 9.42%
47,049,884
+1,148,424
2
$723M 7.03%
1,765,145
+280,393
3
$363M 3.53%
2,199,201
+223,423
4
$251M 2.45%
12,393,205
+10,874,752
5
$201M 1.96%
9,558,069
-920,225
6
$174M 1.7%
1,529,261
+53,716
7
$159M 1.55%
552,200
+1,734
8
$112M 1.09%
1,121,918
+1,062,465
9
$92.9M 0.9%
1,511,898
+94,107
10
$91.5M 0.89%
1,432,641
+71,407
11
$85.1M 0.83%
824,120
+277,705
12
$83.5M 0.81%
221,978
+191,696
13
$75.2M 0.73%
2,706,710
-1,380,530
14
$68.9M 0.67%
1,527,315
+80,553
15
$66.6M 0.65%
1,017,156
+42,008
16
$64.4M 0.63%
1,426,043
+1,351,409
17
$62.1M 0.6%
1,173,225
+52,696
18
$47.1M 0.46%
99,659
+6,186
19
$46.6M 0.45%
1,043,554
-76,212
20
$46.3M 0.45%
1,264,437
+40,358
21
$43.9M 0.43%
142,283
+81,652
22
$42.4M 0.41%
407,499
+139,292
23
$41.8M 0.41%
402,512
+120,663
24
$40.9M 0.4%
906,593
+50,560
25
$40.5M 0.39%
561,991
+558,050
1
2 3 4 5