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
76
$12.3M 0.13%
193,564
+6,624
77
$12.1M 0.13%
271,485
+16,967
78
$11.8M 0.13%
75,232
+10,741
79
$11.1M 0.12%
742,275
+103,966
80
$10.9M 0.12%
93,397
+13,482
81
$10.6M 0.12%
18,758
+3,141
82
$10.6M 0.12%
99,013
+18,208
83
$10.2M 0.11%
72,635
+25,624
84
$10.2M 0.11%
194,225
-16,398
85
$10.2M 0.11%
73,173
+42,848
86
$10.1M 0.11%
164,542
+11,982
87
$9.9M 0.11%
205,212
+43,248
88
$9.76M 0.11%
93,443
+54,415
89
$9.71M 0.11%
126,765
+2,420
90
$9.49M 0.1%
320,890
+208,335
91
$9.32M 0.1%
14,356
+421
92
$9.29M 0.1%
30,418
-1,367
93
$9.22M 0.1%
36,985
+5,546
94
$9.08M 0.1%
58,249
+10,394
95
$9.05M 0.1%
136,020
+18,770
96
$9.05M 0.1%
20,723
-1,845
97
$8.99M 0.1%
111,191
-2,909
98
$8.89M 0.1%
146,106
-3,628
99
$8.73M 0.1%
129,466
+15,790
100
$8.63M 0.09%
38,818
+17,036
2 3
4
5 6