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
651
$352K ﹤0.01%
+4,426
652
$350K ﹤0.01%
+2,846
653
$348K ﹤0.01%
+2,387
654
$347K ﹤0.01%
3,426
+1,155
655
$346K ﹤0.01%
4,619
-10
656
$345K ﹤0.01%
3,785
+771
657
$344K ﹤0.01%
+5,014
658
$343K ﹤0.01%
12,680
+2,649
659
$341K ﹤0.01%
8,240
+1,412
660
$340K ﹤0.01%
+10,395
661
$340K ﹤0.01%
1,898
-119
662
$337K ﹤0.01%
7,464
-388
663
$337K ﹤0.01%
+513
664
$336K ﹤0.01%
21,680
665
$336K ﹤0.01%
8,561
+3,593
666
$334K ﹤0.01%
+3,663
667
$334K ﹤0.01%
+3,223
668
$334K ﹤0.01%
60,710
669
$333K ﹤0.01%
66,110
+25,611
670
$333K ﹤0.01%
24,207
+8,245
671
$333K ﹤0.01%
5,337
-261
672
$332K ﹤0.01%
4,030
+57
673
$332K ﹤0.01%
+12,644
674
$332K ﹤0.01%
36,464
-4,289
675
$331K ﹤0.01%
12,587
+5,140
25 26
27
28 29