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
726
$253K 0.01%
195,291
727
$252K 0.01%
2,798
-1,135
728
$250K 0.01%
2,163
-178
729
$249K 0.01%
1,141
+62
730
$248K 0.01%
+1,449
731
$246K ﹤0.01%
+10,832
732
$245K ﹤0.01%
+5,787
733
$244K ﹤0.01%
13,330
+30
734
$243K ﹤0.01%
+10,000
735
$238K ﹤0.01%
4,275
+154
736
$236K ﹤0.01%
+4,857
737
$235K ﹤0.01%
9,217
-742
738
$234K ﹤0.01%
966
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739
$234K ﹤0.01%
26,471
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740
$233K ﹤0.01%
13,533
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741
$233K ﹤0.01%
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742
$233K ﹤0.01%
4,748
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743
$233K ﹤0.01%
3,339
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744
$232K ﹤0.01%
+11,633
745
$232K ﹤0.01%
1,722
-1,897
746
$231K ﹤0.01%
1,714
+52
747
$230K ﹤0.01%
17,996
-657
748
$229K ﹤0.01%
+704
749
$226K ﹤0.01%
842
-1,585
750
$224K ﹤0.01%
3,157
+23
28 29
30
31 32