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
851
$177K ﹤0.01%
13,059
-3,760
852
$171K ﹤0.01%
18,732
853
$170K ﹤0.01%
6,425
-4,329
854
$168K ﹤0.01%
21,684
+5,423
855
$153K ﹤0.01%
+16,032
856
$147K ﹤0.01%
+21,500
857
$124K ﹤0.01%
31,781
+556
858
$103K ﹤0.01%
16,120
859
$102K ﹤0.01%
18,300
860
$101K ﹤0.01%
+3,049
861
$96K ﹤0.01%
14,702
-40,200
862
$89K ﹤0.01%
10,620
-419
863
$75K ﹤0.01%
+15,000
864
$62K ﹤0.01%
6
865
$61K ﹤0.01%
14,578
+1
866
$44K ﹤0.01%
10,100
867
$28K ﹤0.01%
+240
868
$28K ﹤0.01%
667
869
$24K ﹤0.01%
667
870
$17K ﹤0.01%
5,450
-300
871
$16K ﹤0.01%
12,000
872
$6K ﹤0.01%
344
873
– –
-20,000
874
– –
-3,621
875
– –
-86,530
33 34
35
36 37