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
576
$967K 0.01%
26,144
+16,752
577
$959K 0.01%
12,667
+39
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$959K 0.01%
11,641
-1,571
579
$953K 0.01%
2,135
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$951K 0.01%
8,861
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581
$948K 0.01%
11,676
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582
$940K 0.01%
+42,338
583
$939K 0.01%
18,652
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584
$938K 0.01%
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585
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9,435
-208
586
$930K 0.01%
6,413
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587
$927K 0.01%
24,396
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588
$916K 0.01%
75,105
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589
$914K 0.01%
6,926
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$914K 0.01%
88,532
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591
$913K 0.01%
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592
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28,694
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593
$905K 0.01%
19,924
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594
$904K 0.01%
25,203
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595
$904K 0.01%
38,460
-15
596
$903K 0.01%
7,111
+1,097
597
$898K 0.01%
3,270
+2,464
598
$896K 0.01%
18,042
+2,244
599
$896K 0.01%
11,461
+163
600
$894K 0.01%
15,256
-28,669
22 23
24
25 26