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
501
$356K 0.01%
1,594
+52
502
$355K 0.01%
+11,755
503
$355K 0.01%
6,327
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504
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-811
505
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506
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+7,054
507
$351K 0.01%
3,539
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508
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1,689
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509
$348K 0.01%
+1,346
510
$341K 0.01%
2,868
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511
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682
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512
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339
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513
$337K 0.01%
2,836
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514
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+453
515
$334K 0.01%
11,052
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516
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10,120
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517
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519
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520
$326K 0.01%
5,307
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521
$325K 0.01%
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522
$325K 0.01%
1,912
-315
523
$324K 0.01%
20,598
-2,537
524
$324K 0.01%
8,061
+796
525
$323K 0.01%
+13,759
19 20
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