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
526
$1.13M 0.01%
+14,148
527
$1.12M 0.01%
+42,720
528
$1.12M 0.01%
6,814
-29
529
$1.11M 0.01%
25,422
+2,273
530
$1.11M 0.01%
44,636
-21,246
531
$1.1M 0.01%
47,493
+36,536
532
$1.1M 0.01%
21,781
+1,205
533
$1.09M 0.01%
4,487
+717
534
$1.09M 0.01%
15,068
+1,558
535
$1.09M 0.01%
7,204
+840
536
$1.08M 0.01%
25,411
+1,911
537
$1.08M 0.01%
+30,157
538
$1.07M 0.01%
24,828
-15,958
539
$1.07M 0.01%
413
+74
540
$1.07M 0.01%
19,215
+7,157
541
$1.06M 0.01%
+22,164
542
$1.06M 0.01%
+39,344
543
$1.06M 0.01%
6,075
+1,071
544
$1.06M 0.01%
+78,352
545
$1.06M 0.01%
12,283
-85,012
546
$1.06M 0.01%
23,828
-9,590
547
$1.06M 0.01%
20,512
-3,980
548
$1.05M 0.01%
9,001
-7,183
549
$1.05M 0.01%
35,290
-51,246
550
$1.05M 0.01%
5,839
-649
20 21
22
23 24