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
251
$4.9M 0.03%
69,815
-2,370
252
$4.89M 0.03%
178,157
-1,062
253
$4.88M 0.03%
53,660
+5,283
254
$4.82M 0.03%
35,592
+2,039
255
$4.79M 0.03%
65,766
+8,033
256
$4.78M 0.03%
109,067
+21,442
257
$4.77M 0.03%
91,175
+603
258
$4.75M 0.03%
60,213
+1,740
259
$4.73M 0.03%
27,718
-4,142
260
$4.69M 0.03%
143,544
-40,147
261
$4.65M 0.03%
44,469
+4,979
262
$4.63M 0.03%
32,980
+800
263
$4.61M 0.03%
50,395
-10,543
264
$4.51M 0.03%
7,866
-1,363
265
$4.49M 0.03%
88,847
+1
266
$4.48M 0.03%
7,703
-10,612
267
$4.42M 0.03%
97,301
-16,684
268
$4.36M 0.03%
41,846
-31,654
269
$4.32M 0.03%
9,411
+418
270
$4.28M 0.03%
36,845
+7,860
271
$4.28M 0.03%
45,281
-59,427
272
$4.27M 0.03%
120,320
-6,472
273
$4.25M 0.03%
52,508
+823
274
$4.17M 0.03%
53,789
275
$4.14M 0.03%
40,590
+4,740
9 10
11
12 13