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
676
$330K ﹤0.01%
1,527
-1
677
$330K ﹤0.01%
+7,981
678
$327K ﹤0.01%
1,103
+427
679
$327K ﹤0.01%
+12,306
680
$326K ﹤0.01%
+5,476
681
$324K ﹤0.01%
3,950
-230
682
$323K ﹤0.01%
1,064
+164
683
$320K ﹤0.01%
3,989
-417
684
$319K ﹤0.01%
18,189
+100
685
$318K ﹤0.01%
+12,679
686
$318K ﹤0.01%
1,129
-7
687
$317K ﹤0.01%
3,123
+702
688
$316K ﹤0.01%
4,128
-500
689
$314K ﹤0.01%
2,635
+204
690
$314K ﹤0.01%
5,416
-4,636
691
$314K ﹤0.01%
+3,483
692
$314K ﹤0.01%
6,524
+2,763
693
$314K ﹤0.01%
+7,799
694
$313K ﹤0.01%
1,811
-19
695
$313K ﹤0.01%
7,690
696
$312K ﹤0.01%
+1,893
697
$312K ﹤0.01%
3,367
+176
698
$311K ﹤0.01%
1,142
+9
699
$310K ﹤0.01%
571
700
$309K ﹤0.01%
11,690
+4,831
26 27
28
29 30