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
$5.21B
AUM Growth
+$737M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$24.9M
3
+$22.8M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$21.7M
5
MSFT icon
Microsoft
MSFT
+$18.8M

Top Sells

1
+$32.7M
2
+$18M
3
+$8.05M
4
AMGN icon
Amgen
AMGN
+$6.9M
5
JETS icon
US Global Jets ETF
JETS
+$6.82M

Sector Composition

1 Technology 16.68%
2 Consumer Discretionary 5.39%
3 Communication Services 4.19%
4 Healthcare 4.02%
5 Financials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.28M 0.02%
4,917
+1,114
227
$2.28M 0.02%
47,857
+607
228
$2.25M 0.02%
55,670
+4,728
229
$2.21M 0.02%
139,050
+119,169
230
$2.19M 0.02%
25,696
+10,785
231
$2.19M 0.02%
72,028
-13,973
232
$2.19M 0.02%
25,774
+896
233
$2.13M 0.02%
28,500
-632
234
$2.12M 0.02%
12,338
+683
235
$2.12M 0.02%
18,195
+1,133
236
$2.06M 0.02%
21,731
+2,285
237
$2.06M 0.02%
20,411
+5,012
238
$2.06M 0.02%
3,643
+15
239
$2.06M 0.02%
86,995
-110,275
240
$2.06M 0.02%
105,582
+16,604
241
$2.05M 0.02%
12,190
+330
242
$2.04M 0.02%
104,785
-24
243
$2.03M 0.02%
187,112
-6,615
244
$2.02M 0.02%
23,705
+1,041
245
$2.02M 0.02%
130,655
-45,139
246
$2M 0.02%
13,448
+890
247
$2M 0.02%
40,394
+13,878
248
$1.98M 0.02%
66,015
+3,907
249
$1.98M 0.02%
92,161
-1,944
250
$1.97M 0.02%
5,541
+996
8 9
10
11 12