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
1001
$254K ﹤0.01%
+10,274
1002
$253K ﹤0.01%
+11,769
1003
$253K ﹤0.01%
+19,880
1004
$252K ﹤0.01%
+5,816
1005
$252K ﹤0.01%
1,461
-1,123
1006
$252K ﹤0.01%
1,422
-593
1007
$252K ﹤0.01%
2,863
-96
1008
$250K ﹤0.01%
2,094
-278
1009
$250K ﹤0.01%
+1,485
1010
$249K ﹤0.01%
+13,975
1011
$248K ﹤0.01%
3,360
-6,681
1012
$247K ﹤0.01%
+4,809
1013
$245K ﹤0.01%
+6,777
1014
$244K ﹤0.01%
4,236
-110
1015
$243K ﹤0.01%
2,422
-33
1016
$242K ﹤0.01%
+7,315
1017
$242K ﹤0.01%
14,329
-10,439
1018
$242K ﹤0.01%
+14,712
1019
$242K ﹤0.01%
+8,161
1020
$240K ﹤0.01%
+3,692
1021
$238K ﹤0.01%
3,463
-368
1022
$237K ﹤0.01%
+3,102
1023
$236K ﹤0.01%
+9,250
1024
$236K ﹤0.01%
33,278
1025
$236K ﹤0.01%
+913
39 40
41
42 43