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
976
$267K ﹤0.01%
+6,894
977
$267K ﹤0.01%
859
-198
978
$266K ﹤0.01%
+4,878
979
$266K ﹤0.01%
2,370
-916
980
$266K ﹤0.01%
5,553
+705
981
$265K ﹤0.01%
3,282
+229
982
$265K ﹤0.01%
+3,429
983
$265K ﹤0.01%
9,900
-40,595
984
$264K ﹤0.01%
+10,451
985
$264K ﹤0.01%
1,584
-6,174
986
$263K ﹤0.01%
1,434
+60
987
$263K ﹤0.01%
5,145
-548,503
988
$262K ﹤0.01%
959
+40
989
$262K ﹤0.01%
13,339
+3,147
990
$260K ﹤0.01%
15,486
+4,275
991
$260K ﹤0.01%
+4,241
992
$258K ﹤0.01%
10,189
+6
993
$258K ﹤0.01%
+13,615
994
$257K ﹤0.01%
+2,108
995
$257K ﹤0.01%
5,576
-5,259
996
$257K ﹤0.01%
3,346
-450
997
$256K ﹤0.01%
+4,320
998
$256K ﹤0.01%
+6,182
999
$255K ﹤0.01%
+11,486
1000
$255K ﹤0.01%
+64,164
38 39
40
41 42