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
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%
34,689
-3,003
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%
13,171
+2,476
789
$239K ﹤0.01%
9,189
-2,100
790
$239K ﹤0.01%
4,071
+118
791
$239K ﹤0.01%
+5,764
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