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
276
$1.45M 0.02%
25,792
-99
277
$1.45M 0.02%
12,009
-14
278
$1.45M 0.02%
45,181
+30,359
279
$1.43M 0.02%
17,826
+2,811
280
$1.39M 0.02%
5,756
+1,610
281
$1.39M 0.02%
41,405
+15,237
282
$1.39M 0.02%
6,466
-53
283
$1.39M 0.02%
18,444
+891
284
$1.37M 0.02%
28,540
+20,382
285
$1.37M 0.02%
20,332
+666
286
$1.36M 0.02%
+9,139
287
$1.34M 0.02%
32,259
-17,597
288
$1.33M 0.02%
40,202
-2,142
289
$1.32M 0.02%
16,135
+621
290
$1.32M 0.02%
7,026
+1,371
291
$1.31M 0.02%
16,056
+275
292
$1.27M 0.02%
6,028
-219
293
$1.27M 0.02%
+22,155
294
$1.25M 0.02%
15,530
-991
295
$1.25M 0.02%
31,014
-587
296
$1.22M 0.02%
103,076
-1,993
297
$1.21M 0.02%
19,483
-3,996
298
$1.21M 0.02%
15,987
+908
299
$1.21M 0.02%
43,070
+224
300
$1.19M 0.01%
2,617
-215
10 11
12
13 14