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
$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
1
$634M 6.9%
1,330,590
+253,113
2
$354M 3.85%
1,991,178
+48,771
3
$281M 3.07%
13,110,705
+1,162,602
4
$226M 2.46%
10,561,214
-299,489
5
$181M 1.98%
1,339,875
+168,629
6
$169M 1.85%
2,024,586
-78,609
7
$156M 1.7%
464,179
+56,023
8
$89.4M 0.97%
536,300
+46,280
9
$87.2M 0.95%
1,270,050
+160,332
10
$80.8M 0.88%
915,247
+25,093
11
$80.7M 0.88%
515,049
+31,537
12
$68.9M 0.75%
1,231,443
-30,229
13
$59.6M 0.65%
2,025,150
-19,630
14
$58.7M 0.64%
166,607
+28
15
$57.9M 0.63%
1,031,086
+58,370
16
$56.7M 0.62%
1,103,797
+34,753
17
$53.4M 0.58%
368,420
+27,640
18
$51M 0.56%
1,075,627
+60,652
19
$41.7M 0.45%
118,395
-22,860
20
$41M 0.45%
121,937
+9,949
21
$35.9M 0.39%
209,674
+3,754
22
$34.4M 0.37%
83,920
+7,488
23
$34.2M 0.37%
732,501
+66,351
24
$32.4M 0.35%
64,426
+44
25
$31.3M 0.34%
216,040
+13,500
1
2 3 4 5