Lido Advisors

Lido Advisors Portfolio holdings

AUM $19.1B
1-Year Est. Return 10.87%
This Quarter Est. Return
1 Year Est. Return
+10.87%
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
76
$9.73M 0.12%
49,961
+18,076
77
$9.63M 0.12%
29,331
+3,039
78
$9.46M 0.12%
839,570
79
$9.44M 0.12%
117,729
+98,671
80
$9.43M 0.12%
41,173
+18,183
81
$9.24M 0.12%
40,243
-736
82
$9.11M 0.11%
105,795
+20,300
83
$9.03M 0.11%
759,977
+4,524
84
$8.84M 0.11%
110,116
+5,544
85
$8.77M 0.11%
127,925
+2,392
86
$8.6M 0.11%
22,254
+17,106
87
$8.53M 0.11%
427,579
+400,278
88
$8.25M 0.1%
62,924
-3,293
89
$8.17M 0.1%
28,746
+156
90
$8.04M 0.1%
85,266
+32,389
91
$8.02M 0.1%
174,015
+51,971
92
$7.96M 0.1%
97,128
+11,618
93
$7.92M 0.1%
111,523
+23,306
94
$7.91M 0.1%
196,810
+134,513
95
$7.74M 0.1%
93,900
+53,800
96
$7.64M 0.1%
75,164
+44,236
97
$7.62M 0.1%
171,500
-62,770
98
$7.59M 0.1%
79,121
-12
99
$7.56M 0.1%
180,108
-4,237
100
$7.5M 0.09%
78,604
+27,720
2 3
4
5 6