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
26
$29.1M 0.32%
1,128,046
+151,750
27
$28.8M 0.31%
737,596
-44,501
28
$28.7M 0.31%
71,686
+6,290
29
$24.7M 0.27%
410,590
+32,600
30
$24.6M 0.27%
155,167
+10,892
31
$24.1M 0.26%
148,102
+3,737
32
$23.7M 0.26%
1,087,444
+993,173
33
$23.5M 0.26%
678,183
+200,173
34
$21.5M 0.23%
158,931
+15,836
35
$21.4M 0.23%
297,390
-50,380
36
$21.3M 0.23%
122,779
+105,193
37
$21.2M 0.23%
408,990
+11,031
38
$21M 0.23%
146,258
-5,370
39
$20.9M 0.23%
120,547
+14,233
40
$20.8M 0.23%
118,426
+295
41
$20.7M 0.23%
124,078
+11,338
42
$20.5M 0.22%
80,824
+17,577
43
$19.7M 0.21%
175,939
+29,808
44
$19.6M 0.21%
103,395
+10,100
45
$19.5M 0.21%
150,788
+5,283
46
$19.5M 0.21%
578,089
-104,385
47
$19.3M 0.21%
347,039
+3,842
48
$19.2M 0.21%
33,780
+4,094
49
$18.8M 0.2%
49,175
+4,446
50
$18.3M 0.2%
100,215
+6,157
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