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
251
$1.96M 0.02%
17,185
-39,051
252
$1.95M 0.02%
7,667
+2,918
253
$1.95M 0.02%
26,378
+12,199
254
$1.93M 0.02%
51,803
-16,045
255
$1.92M 0.02%
17,749
+1,080
256
$1.91M 0.02%
25,108
-4,299
257
$1.9M 0.02%
5,553
+1,017
258
$1.88M 0.02%
14,188
-206
259
$1.87M 0.02%
15,710
+9,107
260
$1.86M 0.02%
72,640
+2,112
261
$1.86M 0.02%
6,357
+1,178
262
$1.86M 0.02%
101,989
-1,803
263
$1.85M 0.02%
11,842
-461
264
$1.84M 0.02%
29,231
+3,690
265
$1.83M 0.02%
113,463
266
$1.83M 0.02%
27,650
+2
267
$1.81M 0.02%
5,229
+354
268
$1.81M 0.02%
46,084
+25,853
269
$1.8M 0.02%
20,871
+2,945
270
$1.79M 0.02%
16,266
+1,594
271
$1.79M 0.02%
51,398
+145
272
$1.78M 0.02%
17,230
-2,684
273
$1.77M 0.02%
10,907
+4,573
274
$1.76M 0.02%
15,122
-37
275
$1.75M 0.02%
4,688
-25
9 10
11
12 13