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
776
$202K ﹤0.01%
+2,380
777
$201K ﹤0.01%
+2,804
778
$200K ﹤0.01%
+3,346
779
$200K ﹤0.01%
4,669
+276
780
$200K ﹤0.01%
994
-2,014
781
$200K ﹤0.01%
1,450
782
$200K ﹤0.01%
1,906
-8,002
783
$197K ﹤0.01%
15,458
-3,439
784
$188K ﹤0.01%
10,827
-80,813
785
$180K ﹤0.01%
30,740
-3,000
786
$175K ﹤0.01%
24,990
-644
787
$170K ﹤0.01%
61,942
+5,674
788
$166K ﹤0.01%
12,967
+15
789
$163K ﹤0.01%
13,026
790
$160K ﹤0.01%
22,041
+279
791
$156K ﹤0.01%
+10,082
792
$148K ﹤0.01%
35,308
793
$144K ﹤0.01%
32,239
794
$143K ﹤0.01%
73,044
795
$139K ﹤0.01%
15,948
+399
796
$137K ﹤0.01%
215,102
+40,000
797
$127K ﹤0.01%
19,470
+792
798
$125K ﹤0.01%
11,417
-767
799
$124K ﹤0.01%
1,318
-1
800
$116K ﹤0.01%
+13,805
30 31
32
33 34