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
676
$289K ﹤0.01%
5,014
677
$288K ﹤0.01%
3,219
-8,672
678
$285K ﹤0.01%
11,793
-877
679
$285K ﹤0.01%
+15,726
680
$285K ﹤0.01%
934
-1
681
$283K ﹤0.01%
1,367
+127
682
$280K ﹤0.01%
3,545
683
$280K ﹤0.01%
21,052
+1,091
684
$279K ﹤0.01%
+13,403
685
$279K ﹤0.01%
2,435
+347
686
$278K ﹤0.01%
897
-1,059
687
$278K ﹤0.01%
17,715
+3,639
688
$277K ﹤0.01%
4,829
-967
689
$277K ﹤0.01%
2,606
-196
690
$276K ﹤0.01%
+32,676
691
$275K ﹤0.01%
8,003
+369
692
$275K ﹤0.01%
+3,368
693
$274K ﹤0.01%
+1,967
694
$274K ﹤0.01%
+3,147
695
$274K ﹤0.01%
1,015
-1,416
696
$273K ﹤0.01%
4,050
-27
697
$271K ﹤0.01%
4,522
-100
698
$270K ﹤0.01%
4,551
+294
699
$269K ﹤0.01%
+46,304
700
$267K ﹤0.01%
3,322
-1,476
26 27
28
29 30