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
901
– –
-7,157
902
– –
-4,983
903
– –
-4,091
904
– –
-7,376
905
– –
-25,652
906
– –
-5,632
907
– –
-3,939
908
– –
-1,127
909
– –
-14,568
910
– –
-3,471
911
– –
-3,766
912
– –
-40,073
913
– –
-2,508
914
– –
-26,741
915
– –
-38,980
916
– –
-26,577
917
– –
-2,701
918
– –
-9,982
919
– –
-13,151
920
– –
-19,168
921
– –
-14,066
922
– –
-1,130
923
– –
-18,925
924
– –
-3,491
925
– –
-17,384
34 35 36
37
38