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
701
$639K ﹤0.01%
10,586
+740
702
$634K ﹤0.01%
10,925
+42
703
$633K ﹤0.01%
+42,143
704
$625K ﹤0.01%
14,597
705
$625K ﹤0.01%
8,688
+545
706
$624K ﹤0.01%
2,888
-26,194
707
$623K ﹤0.01%
7,318
+111
708
$619K ﹤0.01%
+34,384
709
$616K ﹤0.01%
3,962
+359
710
$615K ﹤0.01%
17,568
+6,773
711
$610K ﹤0.01%
3,814
-324
712
$605K ﹤0.01%
7,246
-5,714
713
$603K ﹤0.01%
13,197
+1,006
714
$602K ﹤0.01%
6,726
-295
715
$602K ﹤0.01%
4,152
+523
716
$601K ﹤0.01%
+63,742
717
$594K ﹤0.01%
18,203
+3,576
718
$590K ﹤0.01%
5,089
+4
719
$586K ﹤0.01%
16,033
-3,172
720
$583K ﹤0.01%
3,793
-35
721
$582K ﹤0.01%
74,900
722
$582K ﹤0.01%
4,976
-49,064
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