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
326
$1.26M 0.01%
3,976
-39
327
$1.26M 0.01%
67,669
+59,235
328
$1.26M 0.01%
10,258
+372
329
$1.25M 0.01%
8,198
+617
330
$1.25M 0.01%
8,270
-7
331
$1.25M 0.01%
5,053
+1,761
332
$1.24M 0.01%
14,269
+504
333
$1.24M 0.01%
3,562
+320
334
$1.24M 0.01%
13,071
+4,151
335
$1.24M 0.01%
25,664
-282
336
$1.22M 0.01%
33,132
+18,641
337
$1.21M 0.01%
13,643
-676
338
$1.21M 0.01%
11,079
-277
339
$1.21M 0.01%
16,695
+1,684
340
$1.2M 0.01%
3,990
+3
341
$1.19M 0.01%
9,736
+543
342
$1.19M 0.01%
13,008
-1,961
343
$1.19M 0.01%
7,140
+190
344
$1.18M 0.01%
22,784
+928
345
$1.18M 0.01%
10,194
+1
346
$1.18M 0.01%
2,510
+409
347
$1.17M 0.01%
18,191
348
$1.16M 0.01%
13,670
-43,101
349
$1.16M 0.01%
22,270
-14,797
350
$1.15M 0.01%
18,999
-15,959
12 13
14
15 16