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
726
$579K ﹤0.01%
1,405
-696
727
$578K ﹤0.01%
11,415
-13,891
728
$577K ﹤0.01%
7,762
-2,211
729
$574K ﹤0.01%
+27,148
730
$572K ﹤0.01%
13,121
-126,025
731
$570K ﹤0.01%
3,260
+1,220
732
$568K ﹤0.01%
8,949
-3,991
733
$568K ﹤0.01%
1,453
+274
734
$567K ﹤0.01%
+13,926
735
$564K ﹤0.01%
9,108
-425
736
$564K ﹤0.01%
5,728
-165
737
$564K ﹤0.01%
10,816
-895
738
$563K ﹤0.01%
9,123
-148,365
739
$562K ﹤0.01%
11,902
-3,466
740
$559K ﹤0.01%
9,360
+111
741
$557K ﹤0.01%
+33,414
742
$556K ﹤0.01%
6,194
+2,494
743
$554K ﹤0.01%
4,073
-13,341
744
$552K ﹤0.01%
26,220
-1,309
745
$551K ﹤0.01%
+25,058
746
$550K ﹤0.01%
+9,843
747
$550K ﹤0.01%
5,244
748
$550K ﹤0.01%
+36,403
749
$549K ﹤0.01%
1,669
-19,811
750
$547K ﹤0.01%
8,375
-11,326
28 29
30
31 32