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
826
– –
-4,250
827
– –
-18,708
828
– –
-3,190
829
– –
-16,838
830
– –
-5,386
831
– –
-70,483
832
– –
-3,647
833
– –
-13,129
834
– –
-43,924
835
– –
-12,490
836
– –
-3,457
837
– –
-4,613
838
– –
-42,816
839
– –
-9,161
840
– –
-6,228
841
– –
-22,551
842
– –
-10,192
843
– –
-2,967
844
– –
-16,766
845
– –
-2,238
846
– –
-53,741
847
– –
-17,774
848
– –
-1,665
849
– –
-14,784
850
– –
-12,577
32 33
34
35 36