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
26
$52.9M 0.36%
375,371
-19,346
27
$49.4M 0.33%
318,788
+70,898
28
$46M 0.31%
77,077
+12,484
29
$45.8M 0.31%
1,108,275
-111,911
30
$45.6M 0.31%
1,019,588
+12,667
31
$44.1M 0.3%
228,961
-52,137
32
$43M 0.29%
171,642
-1,516
33
$42.7M 0.29%
140,999
+2,223
34
$41.7M 0.28%
120,433
+365
35
$41.5M 0.28%
+525,794
36
$40.6M 0.27%
238,669
-32,790
37
$38.2M 0.26%
107,963
+12,008
38
$37.9M 0.26%
1,963,634
-89,745
39
$37M 0.25%
1,606,560
+221,868
40
$36.6M 0.25%
1,802,986
+1,716,240
41
$35.9M 0.24%
321,450
-97,220
42
$34M 0.23%
216,810
+8,674
43
$33.1M 0.22%
331,246
+42,056
44
$32.2M 0.22%
123,732
+3,491
45
$31.5M 0.21%
81,753
+18,233
46
$31.5M 0.21%
+425,475
47
$30.9M 0.21%
209,372
+65,136
48
$29.3M 0.2%
360,682
-72,607
49
$28.5M 0.19%
166,682
+8,020
50
$28.3M 0.19%
268,605
+14,763
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