Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.4B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
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
+$194M
2
+$56M
3
+$40.7M
4
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$33.7M
5
MSFT icon
Microsoft
MSFT
+$31.2M

Top Sells

1
+$156M
2
+$125M
3
+$51.3M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$26.4M
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
701
$639K 0.01%
10,586
+740
702
$634K 0.01%
10,925
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703
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704
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705
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-26,194
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7,318
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713
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719
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16,033
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$583K 0.01%
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721
$582K 0.01%
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722
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4,976
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723
$581K 0.01%
6,217
+1,673
724
$580K 0.01%
4,867
-44,976
725
$579K 0.01%
9,279
-626
27 28
29
30 31