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
651
$314K ﹤0.01%
+27,103
652
$313K ﹤0.01%
2,700
+309
653
$311K ﹤0.01%
4,372
-32
654
$309K ﹤0.01%
10,495
-530
655
$309K ﹤0.01%
+15,887
656
$308K ﹤0.01%
3,884
657
$307K ﹤0.01%
+11,634
658
$306K ﹤0.01%
9,296
+438
659
$305K ﹤0.01%
+6,320
660
$305K ﹤0.01%
5,734
+92
661
$304K ﹤0.01%
22,444
662
$303K ﹤0.01%
6,022
+124
663
$299K ﹤0.01%
25,056
+1,731
664
$299K ﹤0.01%
7,690
665
$297K ﹤0.01%
+8,313
666
$297K ﹤0.01%
8,027
-84
667
$297K ﹤0.01%
+10,562
668
$296K ﹤0.01%
4,382
-1,348
669
$294K ﹤0.01%
2,037
+82
670
$294K ﹤0.01%
1,897
-175
671
$293K ﹤0.01%
178
+13
672
$291K ﹤0.01%
2,273
-5,450
673
$291K ﹤0.01%
3,873
-1,193
674
$291K ﹤0.01%
+30,968
675
$290K ﹤0.01%
6,623
-20,615
25 26
27
28 29