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
126
$3.94M 0.08%
16,814
+3,217
127
$3.88M 0.08%
18,313
+8,027
128
$3.84M 0.08%
41,141
+18,581
129
$3.8M 0.08%
+50,000
130
$3.77M 0.08%
19,239
+1,303
131
$3.77M 0.08%
27,741
+20,406
132
$3.71M 0.08%
+36,887
133
$3.65M 0.08%
66,543
+13,579
134
$3.6M 0.08%
+31,881
135
$3.59M 0.07%
9,535
+520
136
$3.51M 0.07%
29,518
+17,289
137
$3.48M 0.07%
+155,358
138
$3.47M 0.07%
117,855
+70,966
139
$3.46M 0.07%
11,357
+349
140
$3.37M 0.07%
155,553
-177
141
$3.33M 0.07%
43,950
-4,326
142
$3.29M 0.07%
62,320
+8,998
143
$3.29M 0.07%
23,297
+14,269
144
$3.26M 0.07%
17,907
-1,142
145
$3.22M 0.07%
35,220
-5,172
146
$3.19M 0.07%
6,849
-1,111
147
$3.17M 0.07%
+42,492
148
$3.15M 0.07%
27,146
+13,618
149
$3.1M 0.06%
142,595
+14,695
150
$3.09M 0.06%
40,061
-19,795
4 5
6
7 8