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
51
$27.8M 0.19%
168,989
-7,190
52
$27.6M 0.19%
304,778
-7,347
53
$26.9M 0.18%
205,580
+2,662
54
$26.9M 0.18%
526,976
-114,858
55
$26.6M 0.18%
54,895
+26,506
56
$26.4M 0.18%
231,799
-35,281
57
– –
0
58
$23.5M 0.16%
210,314
-38,997
59
$23.4M 0.16%
480,010
+8,380
60
$23.3M 0.16%
875,217
-4,192
61
$23.2M 0.16%
163,138
+19,238
62
$23M 0.16%
316,566
-50,961
63
$23M 0.16%
470,955
-3,068
64
$22.8M 0.15%
331,364
+4,889
65
$22.6M 0.15%
33,566
+464
66
$22.5M 0.15%
52,651
+4,716
67
$22.2M 0.15%
38,134
+1,083
68
$22.1M 0.15%
202,869
+12,340
69
$22M 0.15%
48,493
+2,888
70
$22M 0.15%
122,766
-18,123
71
$21.5M 0.15%
98,987
-1,037
72
$21.1M 0.14%
336,439
-39,391
73
$20.8M 0.14%
142,064
+6,594
74
$20.7M 0.14%
140,208
+3,399
75
$20.5M 0.14%
103,150
+5,275
1 2
3
4 5