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
801
$232K ﹤0.01%
10,447
802
$230K ﹤0.01%
96
-85
803
$230K ﹤0.01%
818
-4
804
$229K ﹤0.01%
+4,553
805
$229K ﹤0.01%
9,365
+1
806
$229K ﹤0.01%
+3,065
807
$228K ﹤0.01%
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-76
808
$228K ﹤0.01%
+1,515
809
$227K ﹤0.01%
+2,056
810
$227K ﹤0.01%
3,632
+311
811
$227K ﹤0.01%
+1,841
812
$226K ﹤0.01%
13,026
-2,834
813
$226K ﹤0.01%
+8,334
814
$226K ﹤0.01%
2,396
-127
815
$222K ﹤0.01%
+7,139
816
$221K ﹤0.01%
3,926
-228
817
$221K ﹤0.01%
988
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818
$220K ﹤0.01%
2,979
+16
819
$219K ﹤0.01%
2,846
+115
820
$219K ﹤0.01%
5,408
-1,579
821
$219K ﹤0.01%
18,934
-1,513
822
$217K ﹤0.01%
+6,038
823
$217K ﹤0.01%
+3,307
824
$215K ﹤0.01%
3,459
-215
825
$215K ﹤0.01%
+834
31 32
33
34 35