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
$10.1B
AUM Growth
+$1.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,267
New
Increased
Reduced
Closed

Top Buys

1
+$196M
2
+$60M
3
+$41.5M
4
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$34.8M
5
MSFT icon
Microsoft
MSFT
+$32.9M

Top Sells

1
+$156M
2
+$125M
3
+$51.3M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$28M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$22.4M

Sector Composition

1 Technology 13.71%
2 Healthcare 4.16%
3 Financials 4.12%
4 Consumer Discretionary 3.52%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.05M 0.04%
24,812
+5,593
227
$6.01M 0.04%
122,028
+5,320
228
$5.93M 0.04%
31,318
+8,008
229
$5.9M 0.04%
+50,153
230
$5.83M 0.04%
24,881
+8,386
231
$5.79M 0.04%
46,369
-54
232
$5.63M 0.04%
54,603
-2,452
233
$5.61M 0.04%
159,481
-174
234
$5.53M 0.04%
26,390
+2,703
235
$5.53M 0.04%
54,196
-10,765
236
$5.51M 0.04%
399,531
+225,138
237
$5.45M 0.04%
11,638
+1,093
238
$5.43M 0.04%
10
239
$5.37M 0.04%
+486,078
240
$5.31M 0.04%
27,809
+14,328
241
$5.29M 0.04%
58,661
-1,284
242
$5.25M 0.04%
61,848
+23,008
243
$5.23M 0.04%
38,484
+1,340
244
$5.19M 0.04%
56,767
+6,132
245
$5.17M 0.04%
16,643
-1,202
246
$5.13M 0.03%
22,638
+666
247
$5.08M 0.03%
40,587
-1,316
248
$4.99M 0.03%
159,873
+26,374
249
$4.97M 0.03%
13,164
-2,993
250
$4.96M 0.03%
42,692
-34,649
8 9
10
11 12