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
401
$852K 0.02%
3,758
+6
402
$852K 0.02%
13,991
+3,505
403
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14,521
+1,172
404
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631
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405
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26,487
-4,524
406
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26,499
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407
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4,968
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408
$827K 0.02%
51,248
+2,080
409
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3,251
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410
$824K 0.02%
17,285
+10,855
411
$823K 0.02%
6,247
+1,907
412
$823K 0.02%
12,965
413
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16,112
-16,640
414
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9,653
+2,045
415
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416
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417
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1,212
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418
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419
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10,929
-59
420
$782K 0.02%
8,929
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421
$779K 0.01%
21,308
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422
$777K 0.01%
16,552
-7,659
423
$775K 0.01%
6,783
-28
424
$774K 0.01%
28,019
425
$772K 0.01%
455
+55
15 16
17
18 19