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
601
$251K 0.01%
+10,066
602
$251K 0.01%
+7,686
603
$250K 0.01%
+14,912
604
$249K 0.01%
+2,056
605
$248K 0.01%
+3,259
606
$248K 0.01%
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607
$247K 0.01%
+8,315
608
$245K 0.01%
+1,892
609
$240K 0.01%
20,441
+1,507
610
$238K 0.01%
6,691
611
$238K 0.01%
+3,206
612
$236K ﹤0.01%
+4,480
613
$236K ﹤0.01%
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614
$236K ﹤0.01%
5,470
-3,164
615
$235K ﹤0.01%
+2,926
616
$234K ﹤0.01%
+17,169
617
$234K ﹤0.01%
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$233K ﹤0.01%
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619
$233K ﹤0.01%
1,657
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620
$233K ﹤0.01%
+1,370
621
$233K ﹤0.01%
+3,722
622
$232K ﹤0.01%
+4,932
623
$232K ﹤0.01%
+739
624
$231K ﹤0.01%
+15,303
625
$231K ﹤0.01%
60,710
23 24
25
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