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
501
$577K 0.01%
8,767
+529
502
$573K 0.01%
7,052
+623
503
$572K 0.01%
9,384
+2,082
504
$571K 0.01%
5,265
+790
505
$568K 0.01%
8,950
+5,113
506
$565K 0.01%
6,261
-289
507
$565K 0.01%
23,261
+41
508
$563K 0.01%
4,899
+779
509
$553K 0.01%
10,035
-1,323
510
$552K 0.01%
9,518
+65
511
$551K 0.01%
22,347
+498
512
$550K 0.01%
11,000
513
$549K 0.01%
1,875
+16
514
$547K 0.01%
8,127
+1,623
515
$544K 0.01%
9,356
-1,707
516
$544K 0.01%
4,215
+837
517
$543K 0.01%
12,900
-40
518
$541K 0.01%
3,276
+780
519
$540K 0.01%
4,105
+1,391
520
$537K 0.01%
1,089
+176
521
$533K 0.01%
2,583
+616
522
$528K 0.01%
6,046
+129
523
$527K 0.01%
1,208
-29
524
$524K 0.01%
27,371
525
$524K 0.01%
7,323
-363
19 20
21
22 23