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
751
– –
-24,654
752
– –
-17
753
– –
-4,538
754
– –
-10,000
755
– –
-5,742
756
– –
-1,020
757
– –
-17,818
758
– –
-15,063
759
– –
-13,705
760
– –
-40,009
761
– –
-205,028
762
– –
-16,435
763
– –
-3,908
764
– –
-7,531
765
– –
-10,165
766
– –
-1,428
767
– –
-25,236
768
– –
-21,764
769
$0 ﹤0.01%
10,000
770
– –
-76,500
27 28 29 30
31