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
576
$372K ﹤0.01%
+11,823
577
$370K ﹤0.01%
1,694
+327
578
$369K ﹤0.01%
10,637
+3,183
579
$367K ﹤0.01%
4,938
-187
580
$365K ﹤0.01%
12,608
+1,781
581
$363K ﹤0.01%
9,393
+218
582
$362K ﹤0.01%
+40,842
583
$362K ﹤0.01%
881
+7
584
$361K ﹤0.01%
21,412
+2,756
585
$360K ﹤0.01%
+12,937
586
$360K ﹤0.01%
1,940
-842
587
$359K ﹤0.01%
+7,792
588
$359K ﹤0.01%
+5,067
589
$358K ﹤0.01%
+5,963
590
$358K ﹤0.01%
8,780
+3,058
591
$356K ﹤0.01%
+6,747
592
$355K ﹤0.01%
6,075
+57
593
$355K ﹤0.01%
5,199
-321
594
$352K ﹤0.01%
34,218
+3,300
595
$351K ﹤0.01%
31,910
-836
596
$350K ﹤0.01%
3,277
-12,849
597
$350K ﹤0.01%
2,287
+509
598
$349K ﹤0.01%
+7,750
599
$349K ﹤0.01%
21,013
+3,900
600
$348K ﹤0.01%
+8,602
22 23
24
25 26