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
676
$202K ﹤0.01%
+12,778
677
$201K ﹤0.01%
+2,018
678
$200K ﹤0.01%
5,572
-2,866
679
$200K ﹤0.01%
+10,122
680
$198K ﹤0.01%
32,122
+1,356
681
$195K ﹤0.01%
33,239
-3,200
682
$195K ﹤0.01%
10,775
-4,872
683
$195K ﹤0.01%
+12,359
684
$191K ﹤0.01%
30,207
-5,604
685
$185K ﹤0.01%
+10,970
686
$184K ﹤0.01%
17,112
687
$175K ﹤0.01%
11,417
688
$174K ﹤0.01%
+11,786
689
$170K ﹤0.01%
16,779
+17
690
$169K ﹤0.01%
13,159
-114
691
$117K ﹤0.01%
15,845
692
$110K ﹤0.01%
12,450
693
$97K ﹤0.01%
41,040
-19,815
694
$90K ﹤0.01%
14,870
695
$88K ﹤0.01%
+12,802
696
$83K ﹤0.01%
14,576
697
$75K ﹤0.01%
27
-17
698
$66K ﹤0.01%
+18,000
699
$56K ﹤0.01%
+1,792
700
$47K ﹤0.01%
30,316
-1,784
26 27
28
29 30