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
$2.97B
AUM Growth
+$642M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$63.1M
2
+$48.5M
3
+$13.7M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$12.8M
5
MSFT icon
Microsoft
MSFT
+$10.5M

Top Sells

1
+$18.8M
2
+$13.5M
3
+$12M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$7.42M
5
BEEM icon
Beam Global
BEEM
+$7.38M

Sector Composition

1 Technology 17.06%
2 Consumer Discretionary 5.7%
3 Healthcare 4.77%
4 Communication Services 4.64%
5 Financials 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.04M 0.02%
20,347
+13,639
277
$1.03M 0.02%
8,947
-539
278
$1.03M 0.02%
19,129
+3,888
279
$1.03M 0.02%
3,911
+209
280
$1.02M 0.02%
+20,514
281
$1.02M 0.02%
+40,497
282
$1.02M 0.02%
+18,080
283
$1.01M 0.02%
39,500
+600
284
$1M 0.02%
+5,845
285
$992K 0.02%
44,935
+314
286
$981K 0.02%
+18,000
287
$976K 0.02%
6,134
-167
288
$967K 0.02%
57,656
+7,702
289
$967K 0.02%
9,997
+1,197
290
$966K 0.02%
30,114
-770
291
$964K 0.02%
27,834
-662
292
$955K 0.02%
13,835
-1,598
293
$954K 0.02%
28,437
-2,976
294
$946K 0.02%
23,223
+1,946
295
$940K 0.02%
164,384
+1,982
296
$940K 0.02%
19,919
+3,571
297
$939K 0.02%
32,828
-1,932
298
$938K 0.02%
15,585
-9,715
299
$932K 0.02%
17,903
-415
300
$920K 0.02%
2,558
-473
10 11
12
13 14