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
376
$2.12M 0.01%
19,709
-1,821
377
$2.11M 0.01%
+154,116
378
$2.1M 0.01%
32,174
-261
379
$2.08M 0.01%
36,055
-2,441
380
$2.07M 0.01%
170,092
+6,923
381
$2.07M 0.01%
25,120
-4,714
382
$2.06M 0.01%
13,262
-4,704
383
$2.04M 0.01%
11,677
-2,050
384
$2.03M 0.01%
20,046
-65,377
385
$2M 0.01%
85,640
+1,028
386
$1.99M 0.01%
17,131
-2,470
387
$1.98M 0.01%
13,355
+2,235
388
$1.98M 0.01%
+25,707
389
$1.97M 0.01%
4,277
+37
390
$1.97M 0.01%
2,377
-2,419
391
$1.96M 0.01%
+39,904
392
$1.93M 0.01%
20,406
-476
393
$1.92M 0.01%
14,422
+1,880
394
$1.88M 0.01%
165,549
-11,858
395
$1.88M 0.01%
6,281
+590
396
$1.88M 0.01%
11,099
-253
397
$1.87M 0.01%
46,390
+2,019
398
$1.86M 0.01%
10,412
-1,101
399
$1.85M 0.01%
+39,070
400
$1.85M 0.01%
+90,468
14 15
16
17 18