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
926
$302K ﹤0.01%
+2,478
927
$301K ﹤0.01%
6,059
+1,090
928
$301K ﹤0.01%
1,749
+123
929
$300K ﹤0.01%
3,055
-58,345
930
$300K ﹤0.01%
+11,269
931
$299K ﹤0.01%
+15,874
932
$297K ﹤0.01%
2,516
+7
933
$297K ﹤0.01%
3,375
-399
934
$297K ﹤0.01%
8,695
+2,845
935
$297K ﹤0.01%
+13,756
936
$295K ﹤0.01%
+12,521
937
$294K ﹤0.01%
4,760
-1,405
938
$293K ﹤0.01%
1,038
-30
939
$289K ﹤0.01%
2,868
+46
940
$289K ﹤0.01%
6,597
+853
941
$289K ﹤0.01%
5,759
-866
942
$289K ﹤0.01%
+1,431
943
$289K ﹤0.01%
3,568
944
$289K ﹤0.01%
8,354
-10,685
945
$288K ﹤0.01%
1,917
+141
946
$288K ﹤0.01%
1,164
-147
947
$287K ﹤0.01%
8,879
+812
948
$285K ﹤0.01%
1,279
949
$284K ﹤0.01%
6,370
950
$283K ﹤0.01%
5,192
-10,406
36 37
38
39 40