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
951
$282K ﹤0.01%
976
+119
952
$280K ﹤0.01%
7,645
+703
953
$280K ﹤0.01%
4,695
-375
954
$279K ﹤0.01%
3,903
+41
955
$278K ﹤0.01%
6,636
-5,739
956
$278K ﹤0.01%
4,232
-550
957
$278K ﹤0.01%
13,623
-4,314
958
$278K ﹤0.01%
+12,257
959
$277K ﹤0.01%
+5,682
960
$277K ﹤0.01%
7,189
+1,365
961
$277K ﹤0.01%
4,058
-797
962
$277K ﹤0.01%
1,454
-976
963
$277K ﹤0.01%
11,600
-806
964
$276K ﹤0.01%
13,924
965
$276K ﹤0.01%
1,141
+146
966
$275K ﹤0.01%
+25,350
967
$274K ﹤0.01%
+2,555
968
$274K ﹤0.01%
9,313
-74,444
969
$271K ﹤0.01%
4,851
+218
970
$270K ﹤0.01%
+1,246
971
$270K ﹤0.01%
+2,149
972
$270K ﹤0.01%
2,416
-58
973
$269K ﹤0.01%
+6,004
974
$268K ﹤0.01%
6,240
+235
975
$268K ﹤0.01%
+10,107
37 38
39
40 41