Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.4B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
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
+$116M
2
+$25.1M
3
+$21.9M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$21.8M
5
MSFT icon
Microsoft
MSFT
+$18.2M

Top Sells

1
+$32.7M
2
+$18.3M
3
+$7.67M
4
JETS icon
US Global Jets ETF
JETS
+$7.22M
5
AMGN icon
Amgen
AMGN
+$6.47M

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
726
$287K 0.01%
+1,130
727
$285K 0.01%
1,070
-152
728
$283K 0.01%
1,810
+34
729
$281K 0.01%
3,863
-624
730
$281K 0.01%
9,701
731
$280K 0.01%
22,360
+608
732
$280K 0.01%
+9,687
733
$280K 0.01%
+1,227
734
$279K 0.01%
+3,991
735
$278K 0.01%
5,910
-420
736
$277K 0.01%
+536
737
$276K 0.01%
2,238
-151
738
$275K 0.01%
5,829
-1,183
739
$274K 0.01%
+4,050
740
$274K 0.01%
2,717
-976
741
$274K 0.01%
13,012
-323,749
742
$271K 0.01%
32,997
-4,482
743
$270K 0.01%
1,298
+55
744
$270K 0.01%
2,784
+493
745
$269K 0.01%
+13,953
746
$269K 0.01%
+3,836
747
$268K 0.01%
4,536
+631
748
$268K 0.01%
3,336
-62
749
$267K 0.01%
2,313
-63
750
$266K 0.01%
+4,756
28 29
30
31 32