Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.4B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
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
+$156M
2
+$56.7M
3
+$27.7M
4
MSFT icon
Microsoft
MSFT
+$21M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$18.8M

Top Sells

1
+$43.5M
2
+$21.5M
3
+$7.91M
4
OEF icon
iShares S&P 100 ETF
OEF
+$6.91M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$5.26M

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
26
$28.4M 0.57%
1,386,280
+8,610
27
$28.4M 0.57%
425,527
+11,322
28
$26.9M 0.54%
138,897
+5,653
29
$25.9M 0.52%
1,305,941
+58,247
30
$25.2M 0.5%
241,314
+38,013
31
$24.8M 0.5%
92,703
+6,100
32
$24.3M 0.49%
278,742
+34,876
33
$23.9M 0.48%
248,693
+21,193
34
$23.6M 0.47%
262,034
+125,897
35
$23.6M 0.47%
144,357
-2,522
36
$23.5M 0.47%
289,180
-19,456
37
$23.3M 0.47%
173,315
-18,736
38
$22.4M 0.45%
137,999
+25,303
39
$21M 0.42%
221,607
+27,276
40
$20.8M 0.42%
634,644
+25,892
41
$19.5M 0.39%
70,774
-16,956
42
$16.8M 0.34%
704,189
+34,727
43
$16.2M 0.32%
119,291
-3,243
44
$16.1M 0.32%
120,930
+17,879
45
$15.6M 0.31%
369,579
+24,271
46
$15.5M 0.31%
87,032
+2,679
47
$15.5M 0.31%
57,890
-27,789
48
$14.5M 0.29%
174,560
+58,720
49
$14.1M 0.28%
48,183
-1,940
50
$14.1M 0.28%
51,257
+2,070
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