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
751
$265K ﹤0.01%
2,352
-2,334
752
$264K ﹤0.01%
2,831
753
$264K ﹤0.01%
+7,024
754
$264K ﹤0.01%
1,450
755
$263K ﹤0.01%
+1,204
756
$263K ﹤0.01%
+693
757
$263K ﹤0.01%
1,013
+49
758
$261K ﹤0.01%
2,999
+35
759
$260K ﹤0.01%
8,687
+437
760
$260K ﹤0.01%
3,920
-992
761
$258K ﹤0.01%
9,889
762
$258K ﹤0.01%
1,102
+104
763
$258K ﹤0.01%
4,897
-546
764
$258K ﹤0.01%
2,556
-2,181
765
$255K ﹤0.01%
2,930
+71
766
$255K ﹤0.01%
4,760
-1,902
767
$253K ﹤0.01%
1,634
+51
768
$252K ﹤0.01%
6,955
+1,236
769
$252K ﹤0.01%
31,500
-700
770
$250K ﹤0.01%
5,861
+1,270
771
$249K ﹤0.01%
1,857
772
$249K ﹤0.01%
7,295
+410
773
$249K ﹤0.01%
+4,022
774
$249K ﹤0.01%
6,872
-45
775
$249K ﹤0.01%
5,040
-1,678
29 30
31
32 33