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
376
$637K 0.01%
9,120
+2,162
377
$636K 0.01%
32,500
378
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21,294
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399
$576K 0.01%
11,480
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$573K 0.01%
10,000
14 15
16
17 18