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
801
$106K ﹤0.01%
6,797
-441
802
$106K ﹤0.01%
9,224
803
$100K ﹤0.01%
96,000
+35,500
804
$87K ﹤0.01%
31,307
805
$82K ﹤0.01%
18,300
806
$75K ﹤0.01%
+10,000
807
$70K ﹤0.01%
+11,546
808
$65K ﹤0.01%
10,527
809
$62K ﹤0.01%
14,870
810
$60K ﹤0.01%
4,667
+1,334
811
$58K ﹤0.01%
+12,075
812
$52K ﹤0.01%
+10,640
813
$50K ﹤0.01%
11,186
-1,650
814
$38K ﹤0.01%
10,555
815
$36K ﹤0.01%
1,689
-25
816
$35K ﹤0.01%
+15,000
817
$33K ﹤0.01%
+3,000
818
$29K ﹤0.01%
+20,000
819
$27K ﹤0.01%
13,824
820
$23K ﹤0.01%
360
821
$16K ﹤0.01%
13,700
822
$15K ﹤0.01%
15,017
823
$12K ﹤0.01%
240
824
$9K ﹤0.01%
667
825
– –
-18,897
31 32
33
34 35