Lido Advisors Portfolio holdings
AUM
$19.1B
1-Year Return
10.87%
This Quarter Return
-2.43%
1 Year Return
+10.87%
3 Year Return
+39.58%
5 Year Return
+65.07%
10 Year Return
–
AUM
$5B
AUM Growth
+$313M
(+6.7%)
Cap. Flow
+$466M
Cap. Flow
% of AUM
9.32%
Top 10 Holdings %
Top 10 Hldgs %
49.1%
Holding
944
New
131
Increased
363
Reduced
280
Closed
119
Top Buys
| 1 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
+$153M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$55M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
+$24.7M |
| 4 |
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
|
+$18.8M |
| 5 |
Microsoft
MSFT
|
+$18.5M |
Top Sells
| 1 |
iShares S&P 500 Value ETF
IVE
|
+$39.5M |
| 2 |
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
|
+$21.5M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$7.42M |
| 4 |
iShares S&P 100 ETF
OEF
|
+$6.91M |
| 5 |
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% |
