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
376
$995K 0.01%
4,466
+77
377
$992K 0.01%
4,209
-323
378
$991K 0.01%
16,987
-2,437
379
$987K 0.01%
23,228
-80
380
$979K 0.01%
26,012
-13,593
381
$968K 0.01%
2,666
-26
382
$952K 0.01%
39,191
-4
383
$952K 0.01%
1,197
-188
384
$947K 0.01%
7,012
-913
385
$943K 0.01%
2,036
-189
386
$942K 0.01%
20,281
+4,897
387
$940K 0.01%
3,248
-168
388
$934K 0.01%
15,611
+1,879
389
$933K 0.01%
5,078
+553
390
$931K 0.01%
2,517
+11
391
$921K 0.01%
7,951
+1,182
392
$917K 0.01%
58,708
-505
393
$906K 0.01%
11,888
+1,778
394
$901K 0.01%
17,574
+60
395
$887K 0.01%
51,013
+3,471
396
$873K 0.01%
8,132
-2,681
397
$870K 0.01%
9,358
+5,008
398
$867K 0.01%
23,726
-562
399
$864K 0.01%
11,733
-378
400
$858K 0.01%
4,283
+1,318
14 15
16
17 18