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
$2.97B
AUM Growth
+$642M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$63.1M
2
+$48.5M
3
+$13.7M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$12.8M
5
MSFT icon
Microsoft
MSFT
+$10.5M

Top Sells

1
+$18.8M
2
+$13.5M
3
+$12M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$7.42M
5
BEEM icon
Beam Global
BEEM
+$7.38M

Sector Composition

1 Technology 17.06%
2 Consumer Discretionary 5.7%
3 Healthcare 4.77%
4 Communication Services 4.64%
5 Financials 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.53M 0.16%
41,566
+8,387
77
$7.5M 0.16%
21,813
+1,973
78
$7.29M 0.15%
+64,300
79
$7.13M 0.15%
59,265
+8,389
80
$7.01M 0.15%
40,205
+5,518
81
$6.92M 0.14%
+50,636
82
$6.92M 0.14%
187,865
+27,895
83
$6.85M 0.14%
29,786
+21,219
84
$6.72M 0.14%
310,544
+234,700
85
$6.59M 0.14%
90,391
-12,020
86
$6.57M 0.14%
647,581
+109,728
87
$6.57M 0.14%
+62,866
88
$6.57M 0.14%
430,212
+75,398
89
$6.55M 0.14%
18,342
+3,081
90
$6.54M 0.14%
76,875
-6,233
91
$6.48M 0.14%
56,787
+23,367
92
$6.36M 0.13%
207,148
-14,696
93
$6.32M 0.13%
141,287
+35,076
94
$6.28M 0.13%
+59,770
95
$6.09M 0.13%
25,254
+11,560
96
$6.02M 0.13%
30,233
+24,103
97
$5.95M 0.12%
119,398
+24,018
98
$5.83M 0.12%
192,291
+21,425
99
$5.8M 0.12%
69,690
-5,200
100
$5.8M 0.12%
63,361
-11,428
2 3
4
5 6