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
51
$17.5M 0.19%
222,676
+38,681
52
$17.4M 0.19%
151,454
+35,144
53
$17.4M 0.19%
37,980
-3,043
54
$17.1M 0.19%
70,970
+1,971
55
$17M 0.19%
78,419
-1,075
56
$16.9M 0.18%
126,745
+48,600
57
$16.9M 0.18%
35,332
+8,592
58
$16.8M 0.18%
197,236
+15,080
59
$16.6M 0.18%
194,412
+186,177
60
$16.6M 0.18%
312,027
-9,813
61
$16.2M 0.18%
839,570
62
$15.7M 0.17%
142,050
+6,939
63
$15.6M 0.17%
67,509
+7,477
64
$15.6M 0.17%
52,083
+2,683
65
$15.2M 0.17%
188,133
+8,421
66
$15.2M 0.17%
1,000,425
+38,636
67
$15.1M 0.17%
178,690
-8,348
68
$15M 0.16%
298,230
+68,339
69
$14.6M 0.16%
315,304
+32,674
70
$14.3M 0.16%
70,102
+6,035
71
$14.1M 0.15%
56,792
+5,699
72
$14.1M 0.15%
238,225
+18,936
73
$14M 0.15%
116,116
+11,653
74
$14M 0.15%
203,584
+109,055
75
$13.1M 0.14%
72,063
+587
1 2
3
4 5