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
276
$4.07M 0.03%
56,535
-7,495
277
$4.04M 0.03%
67,040
+52,622
278
$4.04M 0.03%
400,015
+15
279
$4.04M 0.03%
26,555
-44,519
280
$3.91M 0.03%
28,733
-408
281
$3.87M 0.03%
40,107
-15,495
282
$3.86M 0.03%
98,982
-4,692
283
$3.81M 0.03%
105,035
+29,762
284
$3.71M 0.03%
16,664
-2,476
285
$3.6M 0.02%
+348,250
286
$3.58M 0.02%
72,716
-1,370
287
$3.57M 0.02%
323,864
288
$3.57M 0.02%
78,949
+5,652
289
$3.55M 0.02%
43,062
-85,543
290
$3.55M 0.02%
86,321
-3,152
291
$3.54M 0.02%
140,020
+2,883
292
$3.54M 0.02%
50,287
-25,737
293
$3.53M 0.02%
34,929
-5,612
294
$3.52M 0.02%
47,293
-752
295
$3.52M 0.02%
140,308
+113,049
296
$3.51M 0.02%
+299,029
297
$3.48M 0.02%
207,197
-106,050
298
$3.47M 0.02%
74,953
-13,858
299
$3.41M 0.02%
68,339
+29,753
300
$3.39M 0.02%
12,294
+77
10 11
12
13 14