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
26
$29.1M 0.56%
1,128,046
+151,750
27
$28.8M 0.55%
737,596
-44,501
28
$28.7M 0.55%
71,686
+6,290
29
$24.7M 0.47%
410,590
+32,600
30
$24.6M 0.47%
155,167
+10,892
31
$24.1M 0.46%
148,102
+3,737
32
$23.7M 0.46%
1,087,444
+993,173
33
$23.5M 0.45%
678,183
+200,173
34
$21.5M 0.41%
158,931
+15,836
35
$21.4M 0.41%
297,390
-50,380
36
$21.3M 0.41%
245,558
+210,386
37
$21.2M 0.41%
408,990
+11,031
38
$21M 0.4%
146,258
-5,370
39
$20.9M 0.4%
120,547
+14,233
40
$20.8M 0.4%
118,426
+295
41
$20.7M 0.4%
124,078
+11,338
42
$20.5M 0.39%
80,824
+17,577
43
$19.7M 0.38%
175,939
+29,808
44
$19.6M 0.38%
103,395
+10,100
45
$19.5M 0.37%
150,788
+5,283
46
$19.5M 0.37%
578,089
-104,385
47
$19.3M 0.37%
694,078
+7,684
48
$19.2M 0.37%
33,780
+4,094
49
$18.8M 0.36%
49,175
+4,446
50
$18.3M 0.35%
100,215
+6,157
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