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
151
$3.08M 0.06%
14,390
+4,186
152
$3.03M 0.06%
17,168
-568
153
$2.93M 0.06%
27,363
+1,937
154
$2.89M 0.06%
62,537
+34,921
155
$2.89M 0.06%
+122,638
156
$2.83M 0.06%
20,661
+8,738
157
$2.82M 0.06%
70,003
-52,297
158
$2.81M 0.06%
18,566
-841
159
$2.79M 0.06%
33,018
+12,789
160
$2.73M 0.06%
62,420
-430
161
$2.69M 0.06%
48,572
+426
162
$2.63M 0.05%
12,851
+4,972
163
$2.63M 0.05%
37,155
-1,150
164
$2.61M 0.05%
102,515
+6,212
165
$2.6M 0.05%
9,954
+1,575
166
$2.59M 0.05%
21,898
-7,006
167
$2.5M 0.05%
95,484
+1,571
168
$2.42M 0.05%
179,661
+55,871
169
$2.41M 0.05%
47,471
-22,890
170
$2.41M 0.05%
11,322
-30,915
171
$2.39M 0.05%
55,224
+1,830
172
$2.39M 0.05%
27,483
+13,649
173
$2.39M 0.05%
64,822
-1,705
174
$2.38M 0.05%
129,986
+40,560
175
$2.38M 0.05%
21,389
+11,258
5 6
7
8 9