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
176
$3.11M 0.06%
37,484
+16,561
177
$3.08M 0.06%
41,964
-4,758
178
$3.07M 0.06%
14,332
+1,001
179
$3.03M 0.06%
104,378
+47,632
180
$3M 0.06%
170,063
-10,742
181
$2.96M 0.06%
6,106
+37
182
$2.96M 0.06%
83,437
-5,103
183
$2.91M 0.06%
92,766
+60,150
184
$2.9M 0.06%
40,823
+29,441
185
$2.88M 0.06%
17,239
-16
186
$2.86M 0.06%
65,305
-5,885
187
$2.82M 0.06%
38,399
+30,448
188
$2.81M 0.06%
6,990
+8
189
$2.76M 0.06%
10,240
+4,434
190
$2.76M 0.06%
26,944
+3,989
191
$2.74M 0.05%
38,414
+507
192
$2.74M 0.05%
62,659
+1,130
193
$2.7M 0.05%
11,934
+2,241
194
$2.68M 0.05%
29,265
+2,968
195
$2.68M 0.05%
45,158
-1,790
196
$2.68M 0.05%
16,327
+623
197
$2.64M 0.05%
156,652
-8,767
198
$2.64M 0.05%
37,395
+11,002
199
$2.62M 0.05%
227,801
+46,665
200
$2.62M 0.05%
+26,113
6 7
8
9 10