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
26
$18.4M 0.38%
124,356
+15,915
27
$18.3M 0.38%
271,815
+17,552
28
$17.8M 0.37%
127,602
+6,573
29
$17.7M 0.37%
136,502
+10,524
30
$16.8M 0.35%
63,280
+8,077
31
$16.8M 0.35%
190,417
+823
32
$16.3M 0.34%
128,017
+29,865
33
$15.4M 0.32%
1,178,120
+27,320
34
$15.3M 0.32%
43,336
-434
35
$15.3M 0.32%
174,240
+15,920
36
$14.7M 0.31%
310,920
-25,220
37
$14.3M 0.3%
339,777
+31,338
38
$14.2M 0.3%
45,376
+8,384
39
$13.7M 0.29%
+188,880
40
$13.1M 0.27%
166,056
+1,171
41
$12.8M 0.27%
839,828
42
$12.3M 0.26%
80,537
+25,796
43
$11.8M 0.25%
79,103
+10,604
44
$11.8M 0.25%
109,899
+17,583
45
$11.6M 0.24%
82,054
+17,475
46
$11.6M 0.24%
240,438
+55,251
47
$11.3M 0.24%
192,698
+43,127
48
$11.3M 0.23%
122,675
+21,991
49
$11.2M 0.23%
207,250
+13,950
50
$10.9M 0.23%
56,074
+7,909
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