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
751
$546K ﹤0.01%
6,077
+1,521
752
$541K ﹤0.01%
932
-15
753
$540K ﹤0.01%
29,955
+5,745
754
$539K ﹤0.01%
8,144
+1,639
755
$537K ﹤0.01%
1,285
+51
756
$537K ﹤0.01%
3,919
+1,794
757
$536K ﹤0.01%
9,583
+532
758
$533K ﹤0.01%
4,786
+372
759
$531K ﹤0.01%
+4,098
760
$528K ﹤0.01%
+23,727
761
$528K ﹤0.01%
2,604
+666
762
$525K ﹤0.01%
+1,170
763
$524K ﹤0.01%
9,859
-2,119
764
$521K ﹤0.01%
16,598
-23,806
765
$520K ﹤0.01%
21,278
766
$519K ﹤0.01%
14,854
+1,265
767
$512K ﹤0.01%
+44,898
768
$512K ﹤0.01%
506
+92
769
$511K ﹤0.01%
+23,660
770
$510K ﹤0.01%
9,590
+2,599
771
$507K ﹤0.01%
+6,680
772
$506K ﹤0.01%
7,622
-899
773
$505K ﹤0.01%
3,315
-1,628
774
$505K ﹤0.01%
34,606
+6,629
775
$503K ﹤0.01%
+100,402
29 30
31
32 33