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
351
$915K 0.01%
5,356
+1,444
352
$914K 0.01%
+16,114
353
$913K 0.01%
57,507
+1,527
354
$912K 0.01%
+15,190
355
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+9,691
356
$905K 0.01%
16,016
-1,497
357
$899K 0.01%
6,068
-270
358
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35,878
+20,312
359
$893K 0.01%
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-90
360
$892K 0.01%
5,043
-16
361
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362
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11,317
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363
$887K 0.01%
2,907
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364
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3,677
-14
365
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22,782
+9,715
366
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368
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37,682
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7,299
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$849K 0.01%
16,324
-402
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$841K 0.01%
14,086
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372
$839K 0.01%
18,193
-1,038
373
$833K 0.01%
28,132
-9,363
374
$830K 0.01%
+12,458
375
$828K 0.01%
19,893
-2,437
13 14
15
16 17