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
201
$2.58M 0.05%
21,337
+3,288
202
$2.57M 0.05%
80,337
+2,508
203
$2.55M 0.05%
14,833
-673
204
$2.5M 0.05%
4,552
+71
205
$2.49M 0.05%
8,214
+108
206
$2.44M 0.05%
40,018
+28,551
207
$2.42M 0.05%
64,302
+9,273
208
$2.39M 0.05%
15,483
-861
209
$2.39M 0.05%
139,119
-752
210
$2.39M 0.05%
30,241
-200
211
$2.39M 0.05%
17,684
+3,877
212
$2.36M 0.05%
10,610
+3,865
213
$2.35M 0.05%
64,201
-17,286
214
$2.34M 0.05%
25,149
+215
215
$2.33M 0.05%
22,154
+2,163
216
$2.31M 0.05%
65,273
-185
217
$2.31M 0.05%
66,364
+4,228
218
$2.31M 0.05%
42,228
-437
219
$2.29M 0.05%
80,536
+40,603
220
$2.28M 0.05%
+119,321
221
$2.27M 0.05%
9,767
+6,205
222
$2.27M 0.05%
137,976
+159
223
$2.24M 0.04%
35,563
+1,336
224
$2.23M 0.04%
113,256
+8,471
225
$2.23M 0.04%
61,771
+2,998
7 8
9
10 11