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
101
$8.29M 0.09%
211,440
+11,718
102
$8.27M 0.09%
56,690
+3,390
103
$8.22M 0.09%
29,853
-3,854
104
$8.19M 0.09%
43,434
+20,938
105
$8.17M 0.09%
22,732
+1,721
106
$8.1M 0.09%
19,534
+7,789
107
$7.96M 0.09%
57,913
+2,031
108
$7.96M 0.09%
83,651
+6,289
109
$7.93M 0.09%
147,495
+23,743
110
$7.81M 0.09%
29,129
+3,137
111
$7.8M 0.09%
41,404
-651
112
$7.73M 0.08%
173,228
+8,427
113
$7.59M 0.08%
86,292
+12,784
114
$7.5M 0.08%
+200,429
115
$7.42M 0.08%
119,355
+20,689
116
$7.31M 0.08%
66,700
-4,632
117
$7.23M 0.08%
93,914
+10,587
118
$7.11M 0.08%
61,931
-4,869
119
$7.06M 0.08%
10,586
+2,084
120
$6.9M 0.08%
200,910
-615
121
$6.89M 0.08%
313,917
+12,896
122
$6.53M 0.07%
31,922
-1,674
123
$6.43M 0.07%
58,817
-1,528
124
$6.42M 0.07%
165,132
+90,841
125
$6.33M 0.07%
43,050
-2,359
3 4
5
6 7