Lido Advisors

Lido Advisors Portfolio holdings

AUM $19.1B
1-Year Est. Return 10.87%
This Quarter Est. Return
1 Year Est. Return
+10.87%
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
1
$817M 10.26%
40,053,437
+7,523,681
2
$542M 6.81%
1,406,896
+142,755
3
$256M 3.22%
1,854,516
-18,878
4
$226M 2.84%
10,840,622
+899,439
5
$132M 1.66%
565,690
+79,376
6
$130M 1.64%
1,432,502
-50,570
7
$108M 1.35%
838,941
-307,186
8
$83.1M 1.04%
3,922,091
-1,014,090
9
$80.2M 1.01%
1,386,015
+426,538
10
$79M 0.99%
1,370,522
+69,650
11
$65.3M 0.82%
1,515,492
+120,953
12
$58.2M 0.73%
514,841
-24,067
13
$57.4M 0.72%
943,281
-28,270
14
$48.7M 0.61%
1,115,635
+37,710
15
$43.6M 0.55%
1,080,132
+30,294
16
$42.6M 0.54%
84,412
+5,673
17
$41.3M 0.52%
170,503
+1,770
18
$41.1M 0.52%
1,314,635
+145,574
19
$36.7M 0.46%
384,004
+87,444
20
$35M 0.44%
870,684
+3,360
21
$34.6M 0.44%
285,862
+45,608
22
$32.6M 0.41%
2,685,230
+678,040
23
$31.4M 0.39%
435,713
+56,743
24
$30M 0.38%
113,062
-5,423
25
$29.8M 0.37%
182,636
-6,632
1
2 3 4 5