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
426
$488K 0.01%
6,705
-1,415
427
$482K 0.01%
+18,552
428
$482K 0.01%
3,412
-3,033
429
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7,329
-4,073
430
$479K 0.01%
17,485
-878
431
$478K 0.01%
7,427
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432
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5,070
-204
433
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+17,999
434
$476K 0.01%
19,100
+11,000
435
$474K 0.01%
+2,500
436
$473K 0.01%
+23,918
437
$471K 0.01%
13,475
+6,329
438
$471K 0.01%
11,565
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439
$470K 0.01%
24,174
440
$468K 0.01%
411
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441
$467K 0.01%
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12,468
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-5,035
444
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445
$459K 0.01%
8,506
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446
$458K 0.01%
1,600
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447
$452K 0.01%
8,876
+1,104
448
$450K 0.01%
1,468
+260
449
$446K 0.01%
+8,867
450
$444K 0.01%
+9,264
16 17
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