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
826
$426K ﹤0.01%
22,505
-425
827
$426K ﹤0.01%
13,564
-436
828
$421K ﹤0.01%
2,820
-55
829
$420K ﹤0.01%
3,073
+97
830
$419K ﹤0.01%
4,021
-10,996
831
$417K ﹤0.01%
+22,795
832
$417K ﹤0.01%
14,034
833
$412K ﹤0.01%
6,885
834
$411K ﹤0.01%
11,110
-1,719
835
$408K ﹤0.01%
4,312
+628
836
$402K ﹤0.01%
8,059
-448
837
$397K ﹤0.01%
+11,273
838
$396K ﹤0.01%
5,358
-328
839
$396K ﹤0.01%
+3,125
840
$394K ﹤0.01%
2,909
+998
841
$393K ﹤0.01%
9,086
+2,892
842
$391K ﹤0.01%
11,700
843
$388K ﹤0.01%
6,573
+58
844
$388K ﹤0.01%
859
-19
845
$387K ﹤0.01%
+1,360
846
$387K ﹤0.01%
9,316
-24
847
$385K ﹤0.01%
1,591
-268
848
$382K ﹤0.01%
3,782
+1,203
849
$381K ﹤0.01%
4,052
-434
850
$380K ﹤0.01%
+17,665
32 33
34
35 36