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
901
$324K ﹤0.01%
+15,505
902
$324K ﹤0.01%
3,844
+589
903
$323K ﹤0.01%
9,604
-18,976
904
$323K ﹤0.01%
2,624
-7
905
$321K ﹤0.01%
+45,382
906
$320K ﹤0.01%
+6,240
907
$319K ﹤0.01%
639
+78
908
$317K ﹤0.01%
7,260
-12,279
909
$317K ﹤0.01%
1,132
+39
910
$316K ﹤0.01%
895
+303
911
$315K ﹤0.01%
2,806
-107
912
$315K ﹤0.01%
7,689
-941
913
$313K ﹤0.01%
+1,802
914
$313K ﹤0.01%
+1,521
915
$313K ﹤0.01%
+5,874
916
$311K ﹤0.01%
5,111
-142
917
$310K ﹤0.01%
+58,552
918
$310K ﹤0.01%
+40,318
919
$309K ﹤0.01%
5,449
-1,131
920
$309K ﹤0.01%
1,297
-60
921
$308K ﹤0.01%
23,905
-10,352
922
$306K ﹤0.01%
+1,622
923
$304K ﹤0.01%
+23,753
924
$304K ﹤0.01%
+8,328
925
$304K ﹤0.01%
10,635
+881
35 36
37
38 39