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
601
$348K ﹤0.01%
22,000
+2,000
602
$348K ﹤0.01%
2,309
-82
603
$347K ﹤0.01%
5,225
+149
604
$347K ﹤0.01%
3,150
+173
605
$346K ﹤0.01%
2,197
606
$345K ﹤0.01%
+34,370
607
$345K ﹤0.01%
+9,371
608
$344K ﹤0.01%
3,157
+33
609
$344K ﹤0.01%
+27,224
610
$344K ﹤0.01%
+9,068
611
$344K ﹤0.01%
10,593
+4,676
612
$343K ﹤0.01%
+7,395
613
$343K ﹤0.01%
+14,797
614
$341K ﹤0.01%
2,017
-1,002
615
$341K ﹤0.01%
17,018
-1,170
616
$340K ﹤0.01%
+18,865
617
$339K ﹤0.01%
4,365
+197
618
$339K ﹤0.01%
11,562
+2,144
619
$338K ﹤0.01%
4,904
+27
620
$338K ﹤0.01%
25,706
-2,588
621
$337K ﹤0.01%
+6,864
622
$335K ﹤0.01%
9,310
+2,008
623
$335K ﹤0.01%
11,486
-892
624
$335K ﹤0.01%
18,434
-1,046
625
$334K ﹤0.01%
20,302
+3,127
23 24
25
26 27