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
626
$334K ﹤0.01%
6,257
-574
627
$334K ﹤0.01%
2,867
+195
628
$334K ﹤0.01%
+24,642
629
$334K ﹤0.01%
9,454
+1,141
630
$334K ﹤0.01%
6,404
+850
631
$333K ﹤0.01%
+17,040
632
$333K ﹤0.01%
+5,937
633
$333K ﹤0.01%
+10,652
634
$332K ﹤0.01%
8,821
+1,521
635
$332K ﹤0.01%
32,050
+22,015
636
$332K ﹤0.01%
+11,909
637
$331K ﹤0.01%
+11,154
638
$331K ﹤0.01%
786
-6
639
$330K ﹤0.01%
+23,797
640
$326K ﹤0.01%
3,544
+128
641
$326K ﹤0.01%
12,000
642
$325K ﹤0.01%
7,900
643
$324K ﹤0.01%
+25,243
644
$324K ﹤0.01%
22,458
645
$321K ﹤0.01%
23,500
+235
646
$321K ﹤0.01%
4,721
-1,282
647
$320K ﹤0.01%
17,132
+3,856
648
$320K ﹤0.01%
+15,176
649
$318K ﹤0.01%
+13,333
650
$315K ﹤0.01%
+21,000
24 25
26
27 28