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
576
$443K ﹤0.01%
28,761
+4,581
577
$440K ﹤0.01%
17,040
+6,762
578
$438K ﹤0.01%
2,720
-119
579
$437K ﹤0.01%
+16,123
580
$435K ﹤0.01%
1,907
+553
581
$431K ﹤0.01%
14,550
-2,500
582
$430K ﹤0.01%
+7,002
583
$429K ﹤0.01%
2,081
-39
584
$428K ﹤0.01%
2,342
+345
585
$428K ﹤0.01%
699
-15
586
$426K ﹤0.01%
5,890
+504
587
$426K ﹤0.01%
24,794
-5,764
588
$424K ﹤0.01%
2,629
-5,036
589
$422K ﹤0.01%
11,765
+4,645
590
$421K ﹤0.01%
3,858
+218
591
$421K ﹤0.01%
+4,292
592
$421K ﹤0.01%
5,482
-493
593
$421K ﹤0.01%
3,551
-381
594
$419K ﹤0.01%
+3,884
595
$418K ﹤0.01%
2,399
+29
596
$415K ﹤0.01%
3,063
+726
597
$413K ﹤0.01%
655
-86
598
$411K ﹤0.01%
4,347
+1,491
599
$407K ﹤0.01%
25,199
+9,241
600
$406K ﹤0.01%
4,577
+200
22 23
24
25 26