Lido Advisors

Lido Advisors Portfolio holdings

AUM $19.1B
1-Year Est. Return 10.87%
This Quarter Est. Return
1 Year Est. Return
+10.87%
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
1
$267M 5.56%
12,267,184
+2,231,355
2
$218M 4.55%
1,645,118
-3,704
3
$217M 4.53%
578,581
+168,135
4
$107M 2.24%
1,682,992
-212,048
5
$88.1M 1.84%
842,735
+24,044
6
$75.2M 1.57%
338,320
+47,346
7
$48.1M 1%
295,460
+35,880
8
$47.8M 1%
828,377
+36,844
9
$46.6M 0.97%
364,326
-57,987
10
$45.9M 0.96%
2,164,361
-238,966
11
$44.6M 0.93%
1,066,585
-5,843
12
$43.3M 0.9%
605,048
+22,023
13
$39.9M 0.83%
166,643
-2,000
14
$36M 0.75%
851,795
+103,489
15
$33.5M 0.7%
735,351
+58,955
16
$30.3M 0.63%
644,005
+23,306
17
$30.1M 0.63%
191,026
-3,894
18
$27.1M 0.57%
115,359
-80,058
19
$24.3M 0.51%
150,986
+9,877
20
$23.6M 0.49%
86,311
+12,967
21
$22.1M 0.46%
252,740
+43,120
22
$20.8M 0.43%
511,589
+78,992
23
$19.9M 0.41%
630,096
-97,804
24
$19.4M 0.41%
887,717
+585,292
25
$19.3M 0.4%
55,165
+10,619
1
2 3 4 5