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
876
$348K ﹤0.01%
+8,404
877
$346K ﹤0.01%
6,627
+440
878
$344K ﹤0.01%
+14,870
879
$343K ﹤0.01%
4,862
+858
880
$343K ﹤0.01%
1,507
-356
881
$342K ﹤0.01%
6,527
-430
882
$341K ﹤0.01%
9,549
-12,622
883
$340K ﹤0.01%
10,074
+1,154
884
$338K ﹤0.01%
1,853
885
$338K ﹤0.01%
960
+172
886
$336K ﹤0.01%
5,595
-446
887
$335K ﹤0.01%
14,550
888
$334K ﹤0.01%
2,585
-419
889
$334K ﹤0.01%
7,416
-8,544
890
$333K ﹤0.01%
+13,200
891
$333K ﹤0.01%
5,447
+825
892
$333K ﹤0.01%
+2,341
893
$331K ﹤0.01%
16,750
894
$330K ﹤0.01%
7,813
-6,127
895
$329K ﹤0.01%
8,796
+1,440
896
$327K ﹤0.01%
+12,650
897
$327K ﹤0.01%
+5,388
898
$326K ﹤0.01%
1,180
-443
899
$326K ﹤0.01%
1,481
+236
900
$325K ﹤0.01%
1,687
-6
34 35
36
37 38