Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.4B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
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
+$116M
2
+$25.1M
3
+$21.9M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$21.8M
5
MSFT icon
Microsoft
MSFT
+$18.2M

Top Sells

1
+$32.7M
2
+$18.3M
3
+$7.67M
4
JETS icon
US Global Jets ETF
JETS
+$7.22M
5
AMGN icon
Amgen
AMGN
+$6.47M

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 0.24%
193,564
+6,624
77
$12.1M 0.23%
271,485
+16,967
78
$11.8M 0.23%
75,232
+10,741
79
$11.1M 0.21%
742,275
+103,966
80
$10.9M 0.21%
93,397
+13,482
81
$10.6M 0.2%
18,758
+3,141
82
$10.6M 0.2%
99,013
+18,208
83
$10.2M 0.2%
72,635
+25,624
84
$10.2M 0.2%
194,225
-16,398
85
$10.2M 0.19%
73,173
+42,848
86
$10.1M 0.19%
164,542
+11,982
87
$9.9M 0.19%
205,212
+43,248
88
$9.76M 0.19%
93,443
+54,415
89
$9.71M 0.19%
126,765
+2,420
90
$9.49M 0.18%
320,890
+208,335
91
$9.32M 0.18%
71,780
+2,105
92
$9.29M 0.18%
30,418
-1,367
93
$9.22M 0.18%
36,985
+5,546
94
$9.08M 0.17%
58,249
+10,394
95
$9.05M 0.17%
136,020
+18,770
96
$9.05M 0.17%
20,723
-1,845
97
$8.99M 0.17%
111,191
-2,909
98
$8.89M 0.17%
146,106
-3,628
99
$8.73M 0.17%
129,466
+15,790
100
$8.63M 0.17%
38,818
+17,036
2 3
4
5 6