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 17.05%
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
726
– –
-24,356
727
– –
-10,450
728
– –
0
729
– –
-4,433
730
– –
-19,927
731
– –
-13,076
732
– –
-4,271
733
– –
0
734
– –
-5,869
735
– –
0
736
– –
-2,703
737
– –
-15,801
738
– –
-8,543
739
– –
-4,738
740
– –
-7,104
741
– –
-20,750
742
– –
-46,264
743
– –
-5,279
744
– –
-12,475
745
– –
-168,336
746
– –
-10,529
747
– –
-2,033
748
– –
-24,654
749
– –
-17
750
– –
-4,538
27 28 29
30
31