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
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
-986
739
$234K ﹤0.01%
26,471
-194
740
$233K ﹤0.01%
13,533
+100
741
$233K ﹤0.01%
+50,031
742
$233K ﹤0.01%
4,748
+727
743
$233K ﹤0.01%
3,339
+56
744
$232K ﹤0.01%
1,722
-1,897
745
$232K ﹤0.01%
+11,633
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