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
801
$461K ﹤0.01%
5,394
-29
802
$458K ﹤0.01%
19,286
-7,231
803
$456K ﹤0.01%
9,711
-387
804
$455K ﹤0.01%
3,979
+778
805
$454K ﹤0.01%
7,889
+31
806
$453K ﹤0.01%
+3,807
807
$453K ﹤0.01%
3,777
-14
808
$452K ﹤0.01%
16,181
-1,889
809
$452K ﹤0.01%
8,968
-13,603
810
$448K ﹤0.01%
8,784
+1,808
811
$447K ﹤0.01%
4,060
-927
812
$447K ﹤0.01%
5,127
+1,554
813
$446K ﹤0.01%
7,636
-77
814
$444K ﹤0.01%
6,456
-42
815
$442K ﹤0.01%
6,749
+37
816
$441K ﹤0.01%
6,472
-458
817
$441K ﹤0.01%
+12,309
818
$438K ﹤0.01%
16,787
+1,026
819
$435K ﹤0.01%
1,822
+216
820
$433K ﹤0.01%
+6,561
821
$432K ﹤0.01%
+31,730
822
$431K ﹤0.01%
2,791
+587
823
$431K ﹤0.01%
4,650
-1,710
824
$427K ﹤0.01%
3,605
+135
825
$427K ﹤0.01%
6,606
+1,652
31 32
33
34 35