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
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
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759
$260K 0.01%
3,920
-992
760
$260K 0.01%
8,687
+437
761
$258K 0.01%
2,556
-2,181
762
$258K 0.01%
9,889
763
$258K 0.01%
1,102
+104
764
$258K 0.01%
4,897
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765
$255K ﹤0.01%
2,930
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766
$255K ﹤0.01%
4,760
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$253K ﹤0.01%
1,634
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768
$252K ﹤0.01%
6,955
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769
$252K ﹤0.01%
31,500
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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