Lido Advisors

Lido Advisors Portfolio holdings

AUM $19.1B
1-Year Est. Return 10.87%
This Quarter Est. Return
1 Year Est. Return
+10.87%
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
51
$14M 0.18%
59,371
+6,458
52
$13.9M 0.17%
99,576
-1,729
53
$13.8M 0.17%
362,647
+43,063
54
$13.7M 0.17%
121,210
+201
55
$13.5M 0.17%
58,469
+21,629
56
$13M 0.16%
38,384
-5,019
57
$13M 0.16%
40,141
+10,066
58
$12.8M 0.16%
296,973
+24,069
59
$12.7M 0.16%
32,756
-1,172
60
$12.5M 0.16%
197,878
-2,006
61
$12.4M 0.16%
148,713
-8,337
62
$12.1M 0.15%
399,706
+56,941
63
$11.9M 0.15%
297,671
-2,274
64
$11.9M 0.15%
167,266
-4,625
65
$11.8M 0.15%
29,919
+4,055
66
$11.7M 0.15%
81,361
+2,571
67
$11.7M 0.15%
208,198
-8,257
68
$11.6M 0.15%
24,615
+4,365
69
$11.4M 0.14%
72,717
-2,040
70
$10.5M 0.13%
338,620
-140,896
71
$10.4M 0.13%
145,856
+9,688
72
$10.1M 0.13%
230,072
-3,861
73
$10M 0.13%
69,712
+4,271
74
$9.94M 0.12%
125,028
+6,215
75
$9.88M 0.12%
246,986
+72,532
1 2
3
4 5