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
676
$687K ﹤0.01%
10,785
677
$687K ﹤0.01%
4,887
+319
678
$684K ﹤0.01%
14,278
-575
679
$681K ﹤0.01%
14,315
-27,089
680
$680K ﹤0.01%
10,216
-14,898
681
$672K ﹤0.01%
+28,867
682
$669K ﹤0.01%
+87,209
683
$669K ﹤0.01%
2,072
+842
684
$665K ﹤0.01%
4,149
+349
685
$665K ﹤0.01%
9,603
-1,367
686
$665K ﹤0.01%
11,445
+5,351
687
$662K ﹤0.01%
12,303
-1,119
688
$661K ﹤0.01%
5,185
-984
689
$660K ﹤0.01%
47,495
+17,495
690
$659K ﹤0.01%
819
+99
691
$657K ﹤0.01%
+17,902
692
$657K ﹤0.01%
+6,893
693
$654K ﹤0.01%
6,326
+365
694
$652K ﹤0.01%
+47,666
695
$651K ﹤0.01%
9,011
+36
696
$650K ﹤0.01%
17,600
+918
697
$648K ﹤0.01%
6,244
-361
698
$645K ﹤0.01%
12,353
699
$643K ﹤0.01%
6,383
+183
700
$641K ﹤0.01%
9,610
26 27
28
29 30