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
201
$1.83M 0.04%
7,482
+987
202
$1.82M 0.04%
15,499
+5,582
203
$1.78M 0.04%
12,217
-345
204
$1.76M 0.04%
30,174
-53,366
205
$1.75M 0.04%
4,600
+3,462
206
$1.74M 0.04%
39,704
-333
207
$1.73M 0.04%
36,745
+23,348
208
$1.71M 0.04%
7,708
-2,024
209
$1.7M 0.04%
19,933
+4,907
210
$1.68M 0.04%
4,732
+876
211
$1.67M 0.03%
14,224
+1,272
212
$1.66M 0.03%
13,856
-2,762
213
$1.65M 0.03%
15,574
+3,616
214
$1.65M 0.03%
91,432
+6,906
215
$1.64M 0.03%
23,943
+11,802
216
$1.63M 0.03%
54,078
+22,787
217
$1.61M 0.03%
23,633
-228
218
$1.61M 0.03%
+95,074
219
$1.59M 0.03%
71,560
+16,952
220
$1.58M 0.03%
31,556
-8,723
221
$1.58M 0.03%
25,668
-45
222
$1.57M 0.03%
+15,991
223
$1.53M 0.03%
29,651
-4,928
224
$1.51M 0.03%
7,168
-27,159
225
$1.5M 0.03%
+51,125
7 8
9
10 11