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
701
$308K ﹤0.01%
7,784
+294
702
$308K ﹤0.01%
1,336
+124
703
$308K ﹤0.01%
365
-11
704
$305K ﹤0.01%
2,055
+142
705
$304K ﹤0.01%
732
706
$303K ﹤0.01%
805
+40
707
$303K ﹤0.01%
+6,675
708
$303K ﹤0.01%
566
-180
709
$302K ﹤0.01%
17,005
-5,937
710
$301K ﹤0.01%
7,094
+227
711
$299K ﹤0.01%
+5,662
712
$298K ﹤0.01%
5,632
713
$298K ﹤0.01%
811
+112
714
$296K ﹤0.01%
+1,535
715
$294K ﹤0.01%
4,500
716
$293K ﹤0.01%
15,000
717
$292K ﹤0.01%
+11,434
718
$291K ﹤0.01%
+3,981
719
$291K ﹤0.01%
1,596
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720
$290K ﹤0.01%
+3,978
721
$289K ﹤0.01%
4,223
-191
722
$288K ﹤0.01%
+5,461
723
$288K ﹤0.01%
699
-42
724
$287K ﹤0.01%
3,699
+26
725
$287K ﹤0.01%
10,490
-264
27 28
29
30 31