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
201
$2.79M 0.03%
38,529
-568
202
$2.79M 0.03%
149,089
-11,029
203
$2.78M 0.03%
184,894
+17,625
204
$2.78M 0.03%
+125,814
205
$2.78M 0.03%
40,984
+696
206
$2.77M 0.03%
16,222
+4,048
207
$2.75M 0.03%
16,838
-616
208
$2.66M 0.03%
5,131
+277
209
$2.64M 0.03%
44,657
-110,449
210
$2.57M 0.03%
29,583
+2,993
211
$2.56M 0.03%
58,491
-834
212
$2.55M 0.03%
24,308
+222
213
$2.54M 0.03%
18,470
-2,770
214
$2.54M 0.03%
122,438
-4,999
215
$2.52M 0.03%
12,299
+768
216
$2.51M 0.03%
14,059
+477
217
$2.5M 0.03%
128,551
+2,600
218
$2.41M 0.03%
13,881
-28
219
$2.4M 0.03%
9,490
+202
220
$2.37M 0.03%
56,476
-10,719
221
$2.33M 0.03%
35,193
+2,400
222
$2.32M 0.03%
111,521
-11,788
223
$2.3M 0.03%
19,902
+1,057
224
$2.29M 0.02%
44,802
+9,440
225
$2.28M 0.02%
71,017
+4,155
7 8
9
10 11