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
501
$476K 0.01%
30,670
-68
502
$476K 0.01%
6,312
+1,858
503
$472K 0.01%
21,277
504
$467K 0.01%
16,472
+600
505
$466K 0.01%
10,347
+5,811
506
$464K 0.01%
27,908
-147
507
$459K 0.01%
37,669
-30,000
508
$459K 0.01%
7,023
-20
509
$458K 0.01%
10,486
-589
510
$456K 0.01%
7,103
-476
511
$453K 0.01%
155,723
+10,000
512
$446K 0.01%
+19,000
513
$444K 0.01%
645
-12
514
$444K 0.01%
14,445
-2,880
515
$444K 0.01%
38,122
-5,160
516
$443K 0.01%
+40,743
517
$442K 0.01%
1,217
-35
518
$441K 0.01%
+24,925
519
$437K 0.01%
6,647
+9
520
$436K 0.01%
4,102
+669
521
$435K 0.01%
14,112
-83
522
$434K 0.01%
15,025
+2,125
523
$430K 0.01%
2,851
+33
524
$430K 0.01%
12,020
-23,172
525
$429K 0.01%
11,662
-1,490
19 20
21
22 23