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
176
$2.35M 0.05%
20,253
-14,400
177
$2.33M 0.05%
47,154
-528
178
$2.32M 0.05%
9,174
+862
179
$2.31M 0.05%
36,984
+6,337
180
$2.25M 0.05%
18,649
-23,674
181
$2.22M 0.05%
10,652
+4,938
182
$2.22M 0.05%
29,482
+4,144
183
$2.2M 0.05%
89,409
+18,828
184
$2.19M 0.05%
23,785
+2,091
185
$2.18M 0.05%
5,184
+2,078
186
$2.18M 0.05%
85,410
187
$2.17M 0.05%
19,150
+7,100
188
$2.15M 0.04%
103,739
-23,240
189
$2.09M 0.04%
12,043
-236
190
$2.09M 0.04%
12,386
+3,633
191
$2.08M 0.04%
8,958
+2,910
192
$2.07M 0.04%
12,909
+5,709
193
$2.07M 0.04%
24,618
-25,373
194
$2.06M 0.04%
11,524
+1,802
195
$1.99M 0.04%
102,137
-1,344
196
$1.97M 0.04%
70,042
+58,102
197
$1.88M 0.04%
21,496
-4,139
198
$1.86M 0.04%
245,643
-98,857
199
$1.86M 0.04%
11,042
-1,953
200
$1.86M 0.04%
128,510
+21,767
6 7
8
9 10