Lido Advisors Portfolio holdings
AUM
$19.1B
This Quarter Return
+7.95%
1 Year Return
+10.87%
3 Year Return
+39.58%
5 Year Return
+65.07%
10 Year Return
–
AUM
$19.1B
AUM Growth
+$19.1B
(+12%)
Cap. Flow
-$1.59B
Cap. Flow
% of AUM
-8.33%
Top 10 Holdings %
Top 10 Hldgs %
40.61%
Holding
1,548
New
187
Increased
670
Reduced
473
Closed
104
Top Buys
| 1 |
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
|
$401M |
| 2 |
Microsoft
MSFT
|
$75M |
| 3 |
NVIDIA
NVDA
|
$61.7M |
| 4 |
Apple
AAPL
|
$50.5M |
| 5 |
Amazon
AMZN
|
$45.1M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.11B |
| 2 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
$736M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$63.7M |
| 4 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
$56.4M |
| 5 |
Blackstone
BX
|
$39.9M |
Sector Composition
| 1 | Technology | 17.48% |
| 2 | Financials | 4.93% |
| 3 | Consumer Discretionary | 3.76% |
| 4 | Communication Services | 3.48% |
| 5 | Healthcare | 3.39% |
