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
401
$736K 0.01%
+14,740
402
$735K 0.01%
6,108
+3,683
403
$729K 0.01%
22,787
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404
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12,007
-4,608
405
$728K 0.01%
4,422
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406
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14,451
407
$717K 0.01%
7,891
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408
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4,347
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409
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19,701
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410
$704K 0.01%
3,476
-267
411
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2,644
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412
$696K 0.01%
27,700
+1,020
413
$696K 0.01%
+8,266
414
$692K 0.01%
+20,289
415
$686K 0.01%
12,534
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416
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32,603
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16,863
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420
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421
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+16,315
422
$673K 0.01%
14,269
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423
$671K 0.01%
18,404
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424
$669K 0.01%
15,599
+251
425
$668K 0.01%
17,793
+2,993
15 16
17
18 19