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
501
$1.21M 0.01%
15,907
-54
502
$1.2M 0.01%
5,867
+133
503
$1.2M 0.01%
+13,743
504
$1.2M 0.01%
36,597
-19,011
505
$1.19M 0.01%
4,668
+135
506
$1.18M 0.01%
12,583
+2,005
507
$1.18M 0.01%
11,167
-73
508
$1.17M 0.01%
77,594
-15,518
509
$1.17M 0.01%
36,297
-4,412
510
$1.17M 0.01%
3,772
-2,611
511
$1.16M 0.01%
5,639
-152
512
$1.16M 0.01%
5,252
+261
513
$1.16M 0.01%
122,259
-600
514
$1.16M 0.01%
21,083
+2,663
515
$1.16M 0.01%
7,451
+408
516
$1.15M 0.01%
+52,763
517
$1.15M 0.01%
62,177
+45,490
518
$1.15M 0.01%
27,250
-6,868
519
$1.15M 0.01%
26,630
-44,750
520
$1.15M 0.01%
8,825
-520
521
$1.14M 0.01%
7,183
+480
522
$1.14M 0.01%
17,775
-17,846
523
$1.13M 0.01%
18,378
-111
524
$1.13M 0.01%
19,600
+3,722
525
$1.13M 0.01%
7,822
+2,163
19 20
21
22 23