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
151
$4.2M 0.08%
83,920
+7,200
152
$4.17M 0.08%
161,959
+80,564
153
$4.12M 0.08%
20,899
+868
154
$4.11M 0.08%
49,560
-171
155
$4.03M 0.08%
+216,387
156
$4.02M 0.08%
53,696
+23,537
157
$3.97M 0.08%
21,808
+14,464
158
$3.96M 0.08%
487,120
+60,213
159
$3.94M 0.08%
45,163
+7,439
160
$3.86M 0.08%
251,888
+93,012
161
$3.83M 0.08%
41,382
+2,634
162
$3.81M 0.08%
62,418
-18,421
163
$3.8M 0.08%
+30,549
164
$3.72M 0.07%
40,321
+19,816
165
$3.72M 0.07%
36,578
+24,504
166
$3.66M 0.07%
31,328
+1,330
167
$3.65M 0.07%
79,948
-4,632
168
$3.6M 0.07%
17,596
+5,307
169
$3.57M 0.07%
+71,007
170
$3.49M 0.07%
21,628
+2,146
171
$3.46M 0.07%
25,768
+19,342
172
$3.34M 0.07%
28,097
+8,527
173
$3.23M 0.06%
37,657
+6,267
174
$3.18M 0.06%
88,509
+50,932
175
$3.14M 0.06%
90,013
+460
5 6
7
8 9