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
176
$3.6M 0.04%
83,884
+2,924
177
$3.53M 0.04%
3,858
+325
178
$3.4M 0.04%
+73,198
179
$3.37M 0.04%
38,658
+337
180
$3.32M 0.04%
69,150
+2,173
181
$3.29M 0.04%
13,054
+386
182
$3.25M 0.04%
15,595
+707
183
$3.23M 0.04%
32,862
+19,499
184
$3.2M 0.03%
139,644
+191
185
$3.17M 0.03%
9,005
-755
186
$3.14M 0.03%
15,196
-332
187
$3.13M 0.03%
50,225
+4,452
188
$3.09M 0.03%
54,600
+3,130
189
$3.09M 0.03%
324,510
+177,228
190
$3.09M 0.03%
70,931
+5,903
191
$3.08M 0.03%
245,039
-72
192
$3.04M 0.03%
+7,073
193
$3M 0.03%
43,741
+579
194
$2.98M 0.03%
16,655
+268
195
$2.95M 0.03%
25,348
+2,487
196
$2.94M 0.03%
173,565
-39
197
$2.92M 0.03%
14,618
+513
198
$2.89M 0.03%
132,263
+4,975
199
$2.88M 0.03%
135,940
+91,027
200
$2.87M 0.03%
12,752
-30,658
6 7
8
9 10