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
426
$1.65M 0.01%
106,065
-35,078
427
$1.65M 0.01%
45,913
-9,197
428
$1.64M 0.01%
3,484
+50
429
$1.64M 0.01%
6,732
-21,950
430
$1.62M 0.01%
39,889
-1,982
431
$1.61M 0.01%
52,903
+6,760
432
$1.6M 0.01%
20,100
433
$1.59M 0.01%
33,689
-8,250
434
$1.57M 0.01%
+178,589
435
$1.56M 0.01%
+218,894
436
$1.56M 0.01%
19,977
-4,307
437
$1.54M 0.01%
48,905
+545
438
$1.54M 0.01%
42,574
+270
439
$1.53M 0.01%
10,614
+6,418
440
$1.53M 0.01%
+193,813
441
$1.53M 0.01%
29,305
+3,246
442
$1.52M 0.01%
6,776
+3,622
443
$1.52M 0.01%
76,299
+7,168
444
$1.52M 0.01%
27,419
+4,362
445
$1.51M 0.01%
29,394
-4,587
446
$1.51M 0.01%
28,504
+193
447
$1.51M 0.01%
38,416
-28,444
448
$1.5M 0.01%
22,171
+2,542
449
$1.49M 0.01%
+72,115
450
$1.48M 0.01%
+14,168
16 17
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