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
651
$215K ﹤0.01%
+6,797
652
$212K ﹤0.01%
+13,240
653
$211K ﹤0.01%
+12,962
654
$211K ﹤0.01%
+3,837
655
$210K ﹤0.01%
+55,651
656
$209K ﹤0.01%
+11,745
657
$209K ﹤0.01%
+21,522
658
$209K ﹤0.01%
3,441
659
$209K ﹤0.01%
+1,450
660
$208K ﹤0.01%
+1,899
661
$207K ﹤0.01%
+1,352
662
$207K ﹤0.01%
3,230
-206
663
$206K ﹤0.01%
+12,327
664
$206K ﹤0.01%
1,973
-673
665
$205K ﹤0.01%
17,500
+4,000
666
$205K ﹤0.01%
+4,500
667
$205K ﹤0.01%
+3,209
668
$205K ﹤0.01%
+822
669
$205K ﹤0.01%
+856
670
$205K ﹤0.01%
+4,307
671
$205K ﹤0.01%
+2,707
672
$204K ﹤0.01%
+6,780
673
$204K ﹤0.01%
16,439
+1,217
674
$203K ﹤0.01%
1,683
-3,021
675
$203K ﹤0.01%
10,777
-1,092
25 26
27
28 29