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
301
$1.47M 0.02%
17,000
302
$1.45M 0.02%
6,050
-3,560
303
$1.43M 0.02%
43,797
+3
304
$1.43M 0.02%
11,038
-76
305
$1.42M 0.02%
33,907
+28,836
306
$1.42M 0.02%
17,513
307
$1.41M 0.02%
5,757
+864
308
$1.41M 0.02%
5,434
+414
309
$1.4M 0.02%
3,594
+38
310
$1.38M 0.02%
66,289
+1,908
311
$1.38M 0.02%
7,522
+1,008
312
$1.36M 0.01%
3,473
+1,284
313
$1.33M 0.01%
18,181
-1,217
314
$1.33M 0.01%
86,667
+19,707
315
$1.32M 0.01%
8,495
-39
316
$1.32M 0.01%
140,282
-7,323
317
$1.32M 0.01%
11,457
+347
318
$1.32M 0.01%
50,858
+1,958
319
$1.29M 0.01%
37,032
-1,678
320
$1.29M 0.01%
6,005
+94
321
$1.28M 0.01%
9,458
+795
322
$1.28M 0.01%
9,164
-1,033
323
$1.27M 0.01%
18,697
+1,501
324
$1.27M 0.01%
13,877
-2,151
325
$1.27M 0.01%
4,265
+214
11 12
13
14 15