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
326
$2.83M 0.02%
15,836
-3,995
327
$2.79M 0.02%
74,811
+34,338
328
$2.79M 0.02%
77,286
-6,114
329
$2.79M 0.02%
22,018
+11,004
330
$2.78M 0.02%
121,430
+105,762
331
$2.77M 0.02%
+252,135
332
$2.77M 0.02%
30,413
+763
333
$2.76M 0.02%
+106,785
334
$2.75M 0.02%
20,048
+8,058
335
$2.74M 0.02%
7,224
-14,963
336
$2.7M 0.02%
109,253
+43
337
$2.67M 0.02%
+123,975
338
$2.66M 0.02%
149,997
+22,728
339
$2.64M 0.02%
21,630
-84
340
$2.63M 0.02%
+54,339
341
$2.62M 0.02%
26,094
-5,132
342
$2.61M 0.02%
95,548
+12,484
343
$2.61M 0.02%
10,255
+454
344
$2.6M 0.02%
26,775
-2,606
345
$2.59M 0.02%
27,189
+2,533
346
$2.58M 0.02%
44,573
+380
347
$2.55M 0.02%
98,447
+43,080
348
$2.55M 0.02%
78,790
+3,544
349
$2.53M 0.02%
53,228
+4,167
350
$2.5M 0.02%
106,944
-651,804
12 13
14
15 16