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
551
$1.05M 0.01%
52,257
-188,536
552
$1.04M 0.01%
4,644
+1,827
553
$1.04M 0.01%
4,016
-1,120
554
$1.04M 0.01%
+38,542
555
$1.04M 0.01%
11,355
-2,506
556
$1.04M 0.01%
+25,964
557
$1.03M 0.01%
4,791
+502
558
$1.02M 0.01%
17,698
+3,139
559
$1.02M 0.01%
156,035
560
$1.02M 0.01%
+49,976
561
$1.01M 0.01%
14,440
+5,568
562
$1.01M 0.01%
15,410
+3,462
563
$1.01M 0.01%
14,994
-461
564
$1.01M 0.01%
15,402
-11,516
565
$1M 0.01%
10,093
566
$998K 0.01%
+38,816
567
$995K 0.01%
+100,181
568
$993K 0.01%
19,630
-25,784
569
$982K 0.01%
11,793
+42
570
$978K 0.01%
28,065
+7,751
571
$977K 0.01%
3,112
-331
572
$976K 0.01%
2,691
+1,379
573
$975K 0.01%
3,349
+128
574
$973K 0.01%
64,416
+41,310
575
$970K 0.01%
38,014
+10,896
21 22
23
24 25