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
851
$379K ﹤0.01%
3,188
-199
852
$378K ﹤0.01%
10,369
-951
853
$378K ﹤0.01%
+7,284
854
$378K ﹤0.01%
4,813
+1,465
855
$377K ﹤0.01%
11,987
+1,080
856
$377K ﹤0.01%
+2,943
857
$376K ﹤0.01%
7,383
-4,045
858
$373K ﹤0.01%
9,029
-392
859
$372K ﹤0.01%
4,216
-3,307
860
$371K ﹤0.01%
14,501
+1,373
861
$369K ﹤0.01%
+56,161
862
$369K ﹤0.01%
753
-1,117
863
$369K ﹤0.01%
113,463
864
$366K ﹤0.01%
+23,825
865
$366K ﹤0.01%
6,316
866
$365K ﹤0.01%
6,293
-1,087
867
$362K ﹤0.01%
12,466
-10,855
868
$360K ﹤0.01%
1,750
+31
869
$359K ﹤0.01%
6,588
-425
870
$359K ﹤0.01%
3,643
-1,032
871
$359K ﹤0.01%
6,664
+364
872
$358K ﹤0.01%
295
-67
873
$357K ﹤0.01%
2,806
-12,584
874
$351K ﹤0.01%
+819
875
$350K ﹤0.01%
4,715
-346
33 34
35
36 37