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
726
$287K ﹤0.01%
+1,130
727
$285K ﹤0.01%
1,070
-152
728
$283K ﹤0.01%
1,810
+34
729
$281K ﹤0.01%
9,701
730
$281K ﹤0.01%
3,863
-624
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%
13,012
-323,749
740
$274K ﹤0.01%
+4,050
741
$274K ﹤0.01%
2,717
-976
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