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
451
$1.48M 0.01%
1,680
+229
452
$1.47M 0.01%
+121,855
453
$1.47M 0.01%
134,688
+124,413
454
$1.47M 0.01%
6,228
-228
455
$1.45M 0.01%
5,342
+587
456
$1.45M 0.01%
+29,890
457
$1.44M 0.01%
+30,473
458
$1.44M 0.01%
54,251
+14,356
459
$1.43M 0.01%
23,925
+5,585
460
$1.43M 0.01%
116,600
+91,600
461
$1.42M 0.01%
19,520
-21,376
462
$1.41M 0.01%
29,855
-22,775
463
$1.4M 0.01%
38,963
-10,353
464
$1.4M 0.01%
+64,566
465
$1.4M 0.01%
27,790
-160
466
$1.39M 0.01%
+129,913
467
$1.39M 0.01%
29,441
-7,285
468
$1.38M 0.01%
9,946
-1,331
469
$1.36M 0.01%
17,843
-34,382
470
$1.36M 0.01%
13,911
+3,418
471
$1.35M 0.01%
8,720
+1,634
472
$1.33M 0.01%
52,562
-3,584
473
$1.33M 0.01%
5,834
+276
474
$1.32M 0.01%
77,025
+6,248
475
$1.32M 0.01%
+121,240
17 18
19
20 21