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
401
$1.85M 0.01%
15,052
-28,307
402
$1.84M 0.01%
12,927
+2,894
403
$1.83M 0.01%
16,055
-550
404
$1.83M 0.01%
32,376
+472
405
$1.83M 0.01%
+70,617
406
$1.81M 0.01%
30,579
-53
407
$1.81M 0.01%
+78,526
408
$1.81M 0.01%
41,139
-486
409
$1.8M 0.01%
12,025
-1,633
410
$1.79M 0.01%
+39,941
411
$1.78M 0.01%
23,059
-44,937
412
$1.78M 0.01%
19,639
+885
413
$1.77M 0.01%
+170,381
414
$1.77M 0.01%
+12,818
415
$1.76M 0.01%
+148,668
416
$1.74M 0.01%
41,181
+4,173
417
$1.74M 0.01%
77,919
-25,377
418
$1.73M 0.01%
40,622
+3,562
419
$1.72M 0.01%
+246,312
420
$1.7M 0.01%
48,991
+5,031
421
$1.7M 0.01%
15,214
+520
422
$1.69M 0.01%
+38,948
423
$1.69M 0.01%
+72,969
424
$1.67M 0.01%
39,861
-9,466
425
$1.66M 0.01%
11,915
+7,763
15 16
17
18 19