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
526
$523K 0.01%
9,225
-255
527
$523K 0.01%
+16,084
528
$522K 0.01%
10,633
+8
529
$518K 0.01%
9,939
-165
530
$516K 0.01%
5,347
-117
531
$516K 0.01%
2,737
+35
532
$514K 0.01%
6,632
-262
533
$511K 0.01%
5,294
+286
534
$509K 0.01%
7,025
-1,217
535
$509K 0.01%
3,113
+732
536
$508K 0.01%
5,813
-1,009
537
$507K 0.01%
3,176
+799
538
$505K 0.01%
+5,811
539
$503K 0.01%
+7,525
540
$503K 0.01%
13,385
+1,185
541
$492K 0.01%
3,322
+594
542
$490K 0.01%
4,052
+1,240
543
$490K 0.01%
2,740
-4,852
544
$489K 0.01%
1,734
+443
545
$489K 0.01%
5,646
-537
546
$486K 0.01%
2,408
+1,172
547
$485K 0.01%
11,594
+153
548
$483K 0.01%
5,437
+1,469
549
$482K 0.01%
7,720
-267
550
$481K 0.01%
7,487
-502
20 21
22
23 24