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
751
$223K ﹤0.01%
22,775
-2,007
752
$221K ﹤0.01%
+8,648
753
$220K ﹤0.01%
60,710
754
$219K ﹤0.01%
3,019
-2,112
755
$219K ﹤0.01%
+3,520
756
$218K ﹤0.01%
+5,000
757
$218K ﹤0.01%
7,769
+78
758
$217K ﹤0.01%
10,110
+500
759
$215K ﹤0.01%
9,701
760
$214K ﹤0.01%
4,179
-831
761
$214K ﹤0.01%
17,179
-2,516
762
$214K ﹤0.01%
2,394
-18
763
$213K ﹤0.01%
+984
764
$211K ﹤0.01%
3,738
+178
765
$211K ﹤0.01%
1,704
+96
766
$211K ﹤0.01%
+5,585
767
$211K ﹤0.01%
6,828
-3,859
768
$210K ﹤0.01%
4,279
-1
769
$210K ﹤0.01%
3,539
+1
770
$208K ﹤0.01%
+3,755
771
$208K ﹤0.01%
2,555
772
$208K ﹤0.01%
5,198
-145
773
$207K ﹤0.01%
11,549
-1,148
774
$206K ﹤0.01%
3,267
-5,506
775
$203K ﹤0.01%
3,078
-377
29 30
31
32 33