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
276
$1.75M 0.02%
22,308
+17,308
277
$1.75M 0.02%
5,265
-12,805
278
$1.74M 0.02%
44,579
+606
279
$1.72M 0.02%
53,563
-417
280
$1.71M 0.02%
28,930
+5,078
281
$1.67M 0.02%
7,099
+8
282
$1.66M 0.02%
41,234
+2,575
283
$1.65M 0.02%
9,902
-1,543
284
$1.65M 0.02%
14,658
-509
285
$1.64M 0.02%
33,333
+14,916
286
$1.63M 0.02%
30,212
-929
287
$1.61M 0.02%
13,330
+1,735
288
$1.58M 0.02%
17,028
+476
289
$1.57M 0.02%
6,440
+1,039
290
$1.56M 0.02%
18,758
-789
291
$1.55M 0.02%
16,814
+1,597
292
$1.55M 0.02%
7,095
+713
293
$1.53M 0.02%
7,322
+401
294
$1.52M 0.02%
17,509
+1,199
295
$1.52M 0.02%
80,742
-10,872
296
$1.52M 0.02%
13,306
+486
297
$1.52M 0.02%
16,356
-1,606
298
$1.49M 0.02%
44,416
-1,536
299
$1.48M 0.02%
11,269
+61
300
$1.47M 0.02%
14,428
-119
10 11
12
13 14