Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.4B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
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
+$156M
2
+$56.7M
3
+$27.7M
4
MSFT icon
Microsoft
MSFT
+$21M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$18.8M

Top Sells

1
+$43.5M
2
+$21.5M
3
+$7.91M
4
OEF icon
iShares S&P 100 ETF
OEF
+$6.91M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$5.26M

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
101
$7.45M 0.15%
33,057
+21,329
102
$7.38M 0.15%
+305,850
103
$7.33M 0.15%
47,338
+11,201
104
$7.32M 0.15%
34,782
+1,927
105
$7.24M 0.14%
92,341
+43,759
106
$7.23M 0.14%
239,392
-96,051
107
$7.14M 0.14%
84,772
+35,354
108
$7.12M 0.14%
23,171
-314
109
$7.04M 0.14%
37,502
+18,274
110
$6.98M 0.14%
147,007
-933
111
$6.96M 0.14%
80,765
-6,493
112
$6.79M 0.14%
178,811
+18,140
113
$6.65M 0.13%
132,738
+88,885
114
$6.36M 0.13%
13,514
+4,778
115
$6.29M 0.13%
33,580
+30,974
116
$6.06M 0.12%
62,596
-26,849
117
$5.99M 0.12%
94,474
+1,930
118
$5.93M 0.12%
122,802
+102,832
119
$5.8M 0.12%
51,542
-3,762
120
$5.75M 0.12%
43,082
+13,249
121
$5.73M 0.11%
22,275
+9,294
122
$5.65M 0.11%
154,400
+3,350
123
$5.63M 0.11%
82,870
+29,441
124
$5.61M 0.11%
31,050
+11,847
125
$5.6M 0.11%
74,135
+14,250
3 4
5
6 7