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
326
$1.03M 0.01%
323,864
-646
327
$1.02M 0.01%
6,169
+2,113
328
$1.02M 0.01%
6,535
-2,313
329
$1.02M 0.01%
14,743
+90
330
$1M 0.01%
12,634
+207
331
$1M 0.01%
9,395
+464
332
$997K 0.01%
89,103
+31,435
333
$993K 0.01%
5,392
-1,808
334
$987K 0.01%
+87,096
335
$987K 0.01%
6,833
-136
336
$986K 0.01%
10,275
-135
337
$970K 0.01%
4,628
-46
338
$959K 0.01%
6,734
-490
339
$955K 0.01%
14,114
+5,110
340
$955K 0.01%
+92,256
341
$949K 0.01%
7,364
+998
342
$943K 0.01%
15,516
+6,864
343
$926K 0.01%
+18,884
344
$923K 0.01%
41,730
+6,267
345
$921K 0.01%
9,569
-1,494
346
$919K 0.01%
10,202
+2,333
347
$919K 0.01%
5,742
+178
348
$916K 0.01%
+10,999
349
$915K 0.01%
21,308
-1,351
350
$915K 0.01%
9,218
+100
12 13
14
15 16