Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.4B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
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
+$156M
2
+$56.7M
3
+$27.7M
4
MSFT icon
Microsoft
MSFT
+$21M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$18.8M

Top Sells

1
+$43.5M
2
+$21.5M
3
+$7.91M
4
OEF icon
iShares S&P 100 ETF
OEF
+$6.91M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$5.26M

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
651
$314K 0.01%
+27,103
652
$313K 0.01%
2,700
+309
653
$311K 0.01%
4,372
-32
654
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+15,887
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$308K 0.01%
3,884
657
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658
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659
$305K 0.01%
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660
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5,734
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661
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662
$303K 0.01%
6,022
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663
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25,056
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664
$299K 0.01%
7,690
665
$297K 0.01%
+10,562
666
$297K 0.01%
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$297K 0.01%
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2,037
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178
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$291K 0.01%
3,873
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674
$291K 0.01%
+30,968
675
$290K 0.01%
5,887
-18,325
25 26
27
28 29