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
651
$757K 0.01%
19,440
+13,051
652
$750K 0.01%
42,844
+12,049
653
$747K 0.01%
7,554
+196
654
$746K 0.01%
+70,821
655
$739K 0.01%
2,699
+1,037
656
$738K 0.01%
16,298
+7,070
657
$734K 0.01%
+10,966
658
$734K 0.01%
+140,628
659
$728K ﹤0.01%
2,815
+1,843
660
$723K ﹤0.01%
4,962
-230
661
$722K ﹤0.01%
11,327
-2,320
662
$722K ﹤0.01%
3,868
-36
663
$718K ﹤0.01%
+46,355
664
$712K ﹤0.01%
2,629
+106
665
$709K ﹤0.01%
3,756
+479
666
$709K ﹤0.01%
9,173
+550
667
$707K ﹤0.01%
5,126
+430
668
$706K ﹤0.01%
15,441
-6,662
669
$705K ﹤0.01%
+38,259
670
$704K ﹤0.01%
+5,699
671
$695K ﹤0.01%
14,190
+5,753
672
$693K ﹤0.01%
14,445
+9,907
673
$690K ﹤0.01%
23,766
-36,758
674
$689K ﹤0.01%
+37,906
675
$687K ﹤0.01%
17,582
+225
25 26
27
28 29