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
$5B
AUM Growth
+$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
944
New
Increased
Reduced
Closed

Top Buys

1
+$153M
2
+$55M
3
+$24.7M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$18.8M
5
MSFT icon
Microsoft
MSFT
+$18.5M

Top Sells

1
+$39.5M
2
+$21.5M
3
+$7.42M
4
OEF icon
iShares S&P 100 ETF
OEF
+$6.91M
5
HD icon
Home Depot
HD
+$4.68M

Sector Composition

1 Technology 12.31%
2 Healthcare 4.51%
3 Financials 3.73%
4 Consumer Discretionary 3.68%
5 Consumer Staples 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.23M 0.03%
31,699
+144
227
$2.22M 0.03%
70,489
+7,411
228
$2.2M 0.03%
+33,275
229
$2.19M 0.03%
176,532
-10,907
230
$2.17M 0.03%
+27,025
231
$2.17M 0.03%
23,670
+10,483
232
$2.14M 0.03%
14,914
+532
233
$2.14M 0.03%
38,040
+7,246
234
$2.13M 0.03%
15,808
-1,042
235
$2.11M 0.03%
+18,011
236
$2.09M 0.03%
85,026
+28,336
237
$2.05M 0.03%
49,045
-527
238
$2.05M 0.03%
401,331
-2,809
239
$2.05M 0.03%
+6,101
240
$2.04M 0.03%
136,664
+29,978
241
$2.02M 0.03%
16,921
-36
242
$2.02M 0.03%
19,321
+14,374
243
$1.97M 0.02%
6,507
+11
244
$1.9M 0.02%
18,526
-59
245
$1.87M 0.02%
3,827
+887
246
$1.86M 0.02%
3,271
+2,923
247
$1.85M 0.02%
36,500
-15,820
248
$1.84M 0.02%
+40,117
249
$1.84M 0.02%
+52,430
250
$1.83M 0.02%
12,905
+789
8 9
10
11 12