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
126
$6.33M 0.07%
77,889
+1,373
127
$6.19M 0.07%
119,180
+2
128
$6.17M 0.07%
22,250
-221
129
$6.16M 0.07%
21,106
+2,354
130
$6.05M 0.07%
57,165
-1,515
131
$6.02M 0.07%
42,132
-3,614
132
$5.98M 0.07%
22,925
-1,568
133
$5.94M 0.06%
35,368
-687
134
$5.87M 0.06%
38,018
+3,778
135
$5.86M 0.06%
25,659
-1,436
136
$5.85M 0.06%
113,645
-77
137
$5.72M 0.06%
71,995
+4,440
138
$5.71M 0.06%
300,816
+12
139
$5.68M 0.06%
40,327
-217
140
$5.66M 0.06%
72,846
-231,260
141
$5.64M 0.06%
48,253
+2,772
142
$5.57M 0.06%
110,636
-8,830
143
$5.55M 0.06%
93,667
+9,375
144
$5.54M 0.06%
71,827
-2,807
145
$5.5M 0.06%
34,461
+11,775
146
$5.44M 0.06%
51,381
-2,157
147
$5.38M 0.06%
289,299
+131,554
148
$5.22M 0.06%
55,871
-3,190
149
$4.98M 0.05%
48,083
+6,771
150
$4.97M 0.05%
47,967
+763
4 5
6
7 8