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
776
$246K ﹤0.01%
+3,621
777
$245K ﹤0.01%
+7,094
778
$245K ﹤0.01%
11,312
779
$244K ﹤0.01%
+5,691
780
$243K ﹤0.01%
3,571
-455
781
$243K ﹤0.01%
1,874
-27
782
$243K ﹤0.01%
+2,295
783
$243K ﹤0.01%
3,469
-300
784
$243K ﹤0.01%
+5,638
785
$242K ﹤0.01%
4,778
-398
786
$241K ﹤0.01%
3,448
787
$240K ﹤0.01%
4,318
788
$239K ﹤0.01%
9,189
-2,100
789
$239K ﹤0.01%
4,071
+118
790
$239K ﹤0.01%
+5,764
791
$239K ﹤0.01%
13,171
+2,476
792
$238K ﹤0.01%
13,290
+1,367
793
$237K ﹤0.01%
+4,130
794
$237K ﹤0.01%
11,745
795
$237K ﹤0.01%
6,727
+24
796
$237K ﹤0.01%
4,160
-38
797
$236K ﹤0.01%
+1,976
798
$235K ﹤0.01%
8,316
-43
799
$235K ﹤0.01%
+18,116
800
$233K ﹤0.01%
+858
30 31
32
33 34