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
301
$3.39M 0.02%
25,682
-4,247
302
$3.33M 0.02%
4,395
+193
303
$3.31M 0.02%
77,874
-7,628
304
$3.31M 0.02%
27,345
-43,025
305
$3.3M 0.02%
14,644
+27
306
$3.2M 0.02%
48,247
-2,239
307
$3.18M 0.02%
91,256
+7,887
308
$3.12M 0.02%
100,662
+41,820
309
$3.09M 0.02%
+57,804
310
$3.07M 0.02%
+292,141
311
$3.07M 0.02%
26,178
+22,597
312
$3.06M 0.02%
12,752
+448
313
$3.05M 0.02%
75,938
+2,801
314
$2.99M 0.02%
283,754
+203,060
315
$2.96M 0.02%
21,269
+7,333
316
$2.95M 0.02%
27,400
-373
317
$2.94M 0.02%
56,103
+897
318
$2.92M 0.02%
+108,488
319
$2.9M 0.02%
23,991
-255
320
$2.9M 0.02%
168,538
+39,987
321
$2.89M 0.02%
15,069
-4,254
322
$2.89M 0.02%
109,622
+45,623
323
$2.87M 0.02%
31,335
+30
324
$2.87M 0.02%
62,750
+10,250
325
$2.83M 0.02%
+58,635
11 12
13
14 15