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
551
$301K 0.01%
+1,420
552
$297K 0.01%
3,398
-569
553
$296K 0.01%
+1,112
554
$295K 0.01%
+7,863
555
$294K 0.01%
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556
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557
$291K 0.01%
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558
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559
$290K 0.01%
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560
$290K 0.01%
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561
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562
$290K 0.01%
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563
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564
$285K 0.01%
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565
$284K 0.01%
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566
$283K 0.01%
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567
$283K 0.01%
14,130
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573
$280K 0.01%
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574
$280K 0.01%
718
+61
575
$277K 0.01%
7,171
-305
21 22
23
24 25