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
351
$2.48M 0.02%
18,626
+909
352
$2.48M 0.02%
+367,194
353
$2.45M 0.02%
52,615
+43,757
354
$2.44M 0.02%
33,737
-7,465
355
$2.41M 0.02%
+158,942
356
$2.39M 0.02%
+59,396
357
$2.39M 0.02%
24,543
-19,349
358
$2.36M 0.02%
32,337
-2,463
359
$2.34M 0.02%
+280,187
360
$2.33M 0.02%
+244,543
361
$2.28M 0.02%
22,618
-46,687
362
$2.28M 0.02%
10,051
-7
363
$2.27M 0.02%
113,322
+33,672
364
$2.25M 0.02%
39,265
+160
365
$2.22M 0.02%
+312,220
366
$2.21M 0.01%
+106,781
367
$2.21M 0.01%
33,941
+3,671
368
$2.2M 0.01%
27,428
-4,246
369
$2.2M 0.01%
16,507
+8,253
370
$2.19M 0.01%
11,028
+103
371
$2.19M 0.01%
185,560
+160,153
372
$2.17M 0.01%
20,027
-342
373
$2.17M 0.01%
28,010
-9,257
374
$2.15M 0.01%
+281,593
375
$2.14M 0.01%
21,321
+9,170
13 14
15
16 17