Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.4B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
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
+$116M
2
+$25.1M
3
+$21.9M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$21.8M
5
MSFT icon
Microsoft
MSFT
+$18.2M

Top Sells

1
+$32.7M
2
+$18.3M
3
+$7.67M
4
JETS icon
US Global Jets ETF
JETS
+$7.22M
5
AMGN icon
Amgen
AMGN
+$6.47M

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
351
$1.15M 0.02%
6,214
+956
352
$1.13M 0.02%
37,539
353
$1.13M 0.02%
4,982
+3,909
354
$1.12M 0.02%
22,698
+13,444
355
$1.12M 0.02%
+24,461
356
$1.11M 0.02%
62,022
357
$1.11M 0.02%
41,508
+2,688
358
$1.1M 0.02%
4,836
+111
359
$1.1M 0.02%
10,213
+4,113
360
$1.08M 0.02%
37,447
-24,202
361
$1.08M 0.02%
16,051
362
$1.07M 0.02%
20,776
-1,322
363
$1.06M 0.02%
16,025
+293
364
$1.06M 0.02%
35,966
+2
365
$1.06M 0.02%
4,703
+695
366
$1.06M 0.02%
8,180
+659
367
$1.06M 0.02%
3,962
+280
368
$1.05M 0.02%
2,935
+388
369
$1.05M 0.02%
25,731
-14,341
370
$1.05M 0.02%
38,838
-2,367
371
$1.04M 0.02%
19,807
+2,294
372
$1.03M 0.02%
17,663
+413
373
$1.03M 0.02%
30,879
+283
374
$1.03M 0.02%
8,347
+1,127
375
$1.03M 0.02%
3,453
13 14
15
16 17