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
476
$1.32M 0.01%
26,646
+2,067
477
$1.31M 0.01%
12,956
+854
478
$1.29M 0.01%
37,192
+63
479
$1.29M 0.01%
16,047
+1,224
480
$1.29M 0.01%
9,709
+568
481
$1.29M 0.01%
11,645
-1,775
482
$1.28M 0.01%
4,739
-134
483
$1.27M 0.01%
5,522
+510
484
$1.27M 0.01%
+382,584
485
$1.26M 0.01%
11,649
-185
486
$1.25M 0.01%
23,288
+1,342
487
$1.25M 0.01%
20,373
-1,160
488
$1.25M 0.01%
793
+36
489
$1.25M 0.01%
18,729
-3,307
490
$1.24M 0.01%
44,408
-16,038
491
$1.24M 0.01%
22,770
-798
492
$1.24M 0.01%
7,495
+1,280
493
$1.23M 0.01%
123,918
+4,325
494
$1.23M 0.01%
67,607
-50,764
495
$1.23M 0.01%
16,149
-62
496
$1.22M 0.01%
20,961
-14,277
497
$1.22M 0.01%
6,127
-146
498
$1.22M 0.01%
+203,587
499
$1.22M 0.01%
13,115
+1,860
500
$1.21M 0.01%
4,814
+385
18 19
20
21 22