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
251
$1.82M 0.02%
71,746
+2,382
252
$1.79M 0.02%
128,223
+22,683
253
$1.79M 0.02%
29,018
+20,073
254
$1.78M 0.02%
35,637
-1,221
255
$1.78M 0.02%
60,879
-71,153
256
$1.75M 0.02%
6,102
-349
257
$1.73M 0.02%
28,094
+12,422
258
$1.73M 0.02%
+20,915
259
$1.7M 0.02%
56,687
-58,890
260
$1.69M 0.02%
17,059
+13,876
261
$1.65M 0.02%
18,379
+662
262
$1.58M 0.02%
23,710
-2,875
263
$1.58M 0.02%
10,560
+3,985
264
$1.57M 0.02%
28,343
265
$1.56M 0.02%
15,804
+662
266
$1.55M 0.02%
21,241
+16,647
267
$1.55M 0.02%
7,640
+75
268
$1.54M 0.02%
16,857
-6,171
269
$1.52M 0.02%
72,772
-1,108
270
$1.49M 0.02%
+19,871
271
$1.49M 0.02%
+11,856
272
$1.47M 0.02%
34,073
+19,664
273
$1.47M 0.02%
46,256
+40,298
274
$1.46M 0.02%
36,892
-1,018
275
$1.45M 0.02%
30,483
+11,254
9 10
11
12 13