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
301
$1.18M 0.01%
37,259
-4,914
302
$1.16M 0.01%
10,827
-50
303
$1.15M 0.01%
+20,942
304
$1.15M 0.01%
34,756
+943
305
$1.14M 0.01%
16,020
+1,695
306
$1.14M 0.01%
21,610
+4,306
307
$1.13M 0.01%
18,166
+13,799
308
$1.13M 0.01%
29,314
+22,413
309
$1.11M 0.01%
12,668
-96
310
$1.09M 0.01%
13,575
+3,370
311
$1.09M 0.01%
7,367
+822
312
$1.09M 0.01%
28,210
+997
313
$1.07M 0.01%
39,153
+937
314
$1.06M 0.01%
21,732
+17,395
315
$1.06M 0.01%
+20,000
316
$1.06M 0.01%
16,108
+413
317
$1.06M 0.01%
+27,858
318
$1.06M 0.01%
9,486
-871
319
$1.06M 0.01%
92,000
+60,000
320
$1.06M 0.01%
+29,920
321
$1.06M 0.01%
26,529
+9,597
322
$1.04M 0.01%
24,667
+511
323
$1.04M 0.01%
36,167
-19,162
324
$1.04M 0.01%
8,578
+5,763
325
$1.03M 0.01%
9,239
-3,731
11 12
13
14 15