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
776
$503K ﹤0.01%
6,351
+1,959
777
$502K ﹤0.01%
16,252
-12,102
778
$501K ﹤0.01%
43,708
-436,241
779
$500K ﹤0.01%
3,682
-2,945
780
$495K ﹤0.01%
8,463
-2,983
781
$493K ﹤0.01%
5,329
+661
782
$492K ﹤0.01%
9,724
+1,778
783
$492K ﹤0.01%
+4,538
784
$489K ﹤0.01%
6,012
-8,674
785
$487K ﹤0.01%
13,395
-17,038
786
$481K ﹤0.01%
3,762
-1,056
787
$481K ﹤0.01%
81,050
-520,455
788
$479K ﹤0.01%
5,500
-770
789
$477K ﹤0.01%
3,931
-3,521
790
$477K ﹤0.01%
15,591
-221
791
$477K ﹤0.01%
9,174
+1,007
792
$475K ﹤0.01%
2,545
+88
793
$471K ﹤0.01%
833
+51
794
$470K ﹤0.01%
9,848
795
$470K ﹤0.01%
8,192
+13
796
$466K ﹤0.01%
6,165
+437
797
$464K ﹤0.01%
22,770
+99
798
$462K ﹤0.01%
4,963
+580
799
$462K ﹤0.01%
5,575
+192
800
$462K ﹤0.01%
15,791
30 31
32
33 34