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
826
$213K ﹤0.01%
4,280
827
$213K ﹤0.01%
21,976
-222
828
$212K ﹤0.01%
+1,197
829
$211K ﹤0.01%
31,176
-39,460
830
$211K ﹤0.01%
+5,143
831
$211K ﹤0.01%
+9,702
832
$209K ﹤0.01%
51,043
-1,958
833
$208K ﹤0.01%
+2,120
834
$208K ﹤0.01%
19,507
+3,811
835
$207K ﹤0.01%
+10,226
836
$207K ﹤0.01%
+590
837
$207K ﹤0.01%
3,199
-179
838
$206K ﹤0.01%
3,318
839
$206K ﹤0.01%
+9,133
840
$203K ﹤0.01%
3,494
-1,124
841
$202K ﹤0.01%
32,239
842
$202K ﹤0.01%
+2,523
843
$201K ﹤0.01%
+5,255
844
$201K ﹤0.01%
3,570
-550
845
$201K ﹤0.01%
12,359
846
$200K ﹤0.01%
+1,900
847
$196K ﹤0.01%
12,184
848
$195K ﹤0.01%
16,140
+188
849
$191K ﹤0.01%
16,711
+3,395
850
$191K ﹤0.01%
11,700
+1,556
32 33
34
35 36