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
601
$405K ﹤0.01%
14,020
+4,830
602
$405K ﹤0.01%
1,836
603
$403K ﹤0.01%
10,000
604
$400K ﹤0.01%
7,988
-326
605
$400K ﹤0.01%
4,440
+1,600
606
$399K ﹤0.01%
18,736
+6,718
607
$397K ﹤0.01%
4,577
+1,657
608
$396K ﹤0.01%
2,097
-3
609
$393K ﹤0.01%
1,937
-15
610
$391K ﹤0.01%
8,294
+454
611
$390K ﹤0.01%
26,185
+9,148
612
$389K ﹤0.01%
5,123
+601
613
$387K ﹤0.01%
7,193
+2,554
614
$386K ﹤0.01%
+1,216
615
$385K ﹤0.01%
8,024
+234
616
$380K ﹤0.01%
2,111
+743
617
$379K ﹤0.01%
17,890
-2,861
618
$378K ﹤0.01%
2,489
+908
619
$377K ﹤0.01%
7,556
+2,786
620
$376K ﹤0.01%
2,019
+123
621
$376K ﹤0.01%
4,974
+1,755
622
$375K ﹤0.01%
4,783
-632
623
$375K ﹤0.01%
+11,303
624
$375K ﹤0.01%
2,905
+968
625
$374K ﹤0.01%
+8,968
23 24
25
26 27