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
626
$374K ﹤0.01%
3,903
+1,401
627
$373K ﹤0.01%
1,778
+120
628
$372K ﹤0.01%
22,458
629
$371K ﹤0.01%
2,100
+27
630
$371K ﹤0.01%
3,182
+1,190
631
$370K ﹤0.01%
4,165
+1,302
632
$370K ﹤0.01%
13,440
+4,709
633
$370K ﹤0.01%
7,976
634
$369K ﹤0.01%
8,450
+3,044
635
$368K ﹤0.01%
8,128
-3,624
636
$366K ﹤0.01%
2,405
-20
637
$365K ﹤0.01%
+13,702
638
$365K ﹤0.01%
2,316
+893
639
$364K ﹤0.01%
9,406
+3,261
640
$364K ﹤0.01%
2,160
+728
641
$362K ﹤0.01%
4,969
+8
642
$361K ﹤0.01%
3,926
+9
643
$361K ﹤0.01%
7,656
+91
644
$358K ﹤0.01%
17,384
+5,000
645
$358K ﹤0.01%
3,232
+1,237
646
$355K ﹤0.01%
5,915
+1,663
647
$355K ﹤0.01%
+1,049
648
$355K ﹤0.01%
14,195
-799
649
$354K ﹤0.01%
3,994
-794
650
$354K ﹤0.01%
7,724
+1,136
24 25
26
27 28