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
126
$5.51M 0.07%
198,670
+81,695
127
$5.51M 0.07%
95,388
-5,316
128
$5.5M 0.07%
73,982
-5,305
129
$5.45M 0.07%
10,746
-1,963
130
$5.35M 0.07%
39,339
+11,877
131
$5.26M 0.07%
46,795
-6,737
132
$5.23M 0.07%
73,565
-1,285
133
$5.14M 0.06%
45,268
-2,962
134
$5.11M 0.06%
41,352
-2,546
135
$5.04M 0.06%
+33,968
136
$4.95M 0.06%
98,696
+14,272
137
$4.87M 0.06%
23,535
-518
138
$4.85M 0.06%
29,409
-3,737
139
$4.83M 0.06%
148,384
-659
140
$4.67M 0.06%
57,051
-3,370
141
$4.63M 0.06%
15,998
+11,851
142
$4.44M 0.06%
61,773
+46,423
143
$4.37M 0.05%
77,939
-55,423
144
$4.29M 0.05%
106,186
+2,169
145
$4.29M 0.05%
249,808
+239,862
146
$4.28M 0.05%
172,033
-36,689
147
$4.26M 0.05%
20,094
+15,543
148
$4.26M 0.05%
301,908
+2,514
149
$4.25M 0.05%
129,422
-27,799
150
$4.21M 0.05%
123,865
-40,187
4 5
6
7 8