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
76
$20.2M 0.14%
254,376
+8,357
77
$20.1M 0.14%
43,291
+4,676
78
$19.8M 0.13%
68,842
+3,035
79
$19.7M 0.13%
395,829
-3,086
80
$19.6M 0.13%
172,158
+2,478
81
$19.2M 0.13%
986,169
-310,015
82
$19.1M 0.13%
+1,267,056
83
$19M 0.13%
915,172
-5,455
84
$18.2M 0.12%
91,109
+3,314
85
$17.9M 0.12%
113,619
-4,588
86
$17.3M 0.12%
234,632
+36,008
87
$16.8M 0.11%
47,802
-643
88
$16.6M 0.11%
314,778
+30,810
89
$16.5M 0.11%
110,622
+8,237
90
$16.4M 0.11%
156,854
+8,721
91
$16.3M 0.11%
398,531
-1,113
92
$16.3M 0.11%
95,551
+3,076
93
$16.2M 0.11%
563,506
-136,396
94
$16.1M 0.11%
231,994
-16
95
$16.1M 0.11%
148,385
-5,594
96
$15.8M 0.11%
39,382
-43
97
$15.8M 0.11%
418,696
+232,952
98
$15.7M 0.11%
64,847
+5,981
99
$15.6M 0.11%
96,115
-28,233
100
$15.5M 0.1%
46,019
+11,947
2 3
4
5 6