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
701
$267K ﹤0.01%
5,045
-2,299
702
$267K ﹤0.01%
1,945
-8,226
703
$266K ﹤0.01%
4,073
-4,781
704
$266K ﹤0.01%
5,670
-375
705
$266K ﹤0.01%
16,750
-965
706
$264K ﹤0.01%
5,698
-304
707
$263K ﹤0.01%
1,191
-1,819
708
$263K ﹤0.01%
6,467
-6
709
$262K ﹤0.01%
2,017
-235
710
$262K ﹤0.01%
1,811
+83
711
$260K ﹤0.01%
2,892
-113
712
$260K ﹤0.01%
1,059
-1,526
713
$260K ﹤0.01%
3,286
+321
714
$259K ﹤0.01%
+5,074
715
$259K ﹤0.01%
3,974
-3,125
716
$257K ﹤0.01%
+20,952
717
$256K ﹤0.01%
2,092
+4
718
$256K ﹤0.01%
2,672
-17,001
719
$254K ﹤0.01%
6,797
+24
720
$254K ﹤0.01%
+8,119
721
$254K ﹤0.01%
3,466
-53
722
$253K ﹤0.01%
4,100
-61
723
$253K ﹤0.01%
2,957
-178
724
$253K ﹤0.01%
3,380
+220
725
$253K ﹤0.01%
7,101
+19
27 28
29
30 31