Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.4B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
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
+$116M
2
+$25.1M
3
+$21.9M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$21.8M
5
MSFT icon
Microsoft
MSFT
+$18.2M

Top Sells

1
+$32.7M
2
+$18.3M
3
+$7.67M
4
JETS icon
US Global Jets ETF
JETS
+$7.22M
5
AMGN icon
Amgen
AMGN
+$6.47M

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
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$370K 0.01%
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635
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2,405
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637
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638
$365K 0.01%
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9,406
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3,232
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$355K 0.01%
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648
$355K 0.01%
14,195
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649
$354K 0.01%
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650
$354K 0.01%
7,724
+1,136
24 25
26
27 28