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
1026
$236K ﹤0.01%
+3,119
1027
$236K ﹤0.01%
8,035
-14,539
1028
$235K ﹤0.01%
3,959
-1,305
1029
$235K ﹤0.01%
2,816
-80
1030
$234K ﹤0.01%
+4,049
1031
$234K ﹤0.01%
+3,744
1032
$233K ﹤0.01%
31,971
+12,970
1033
$233K ﹤0.01%
6,579
-2,411
1034
$233K ﹤0.01%
687
-258
1035
$232K ﹤0.01%
4,520
-530
1036
$231K ﹤0.01%
+4,153
1037
$230K ﹤0.01%
2,968
-1,966
1038
$229K ﹤0.01%
25,296
-3,341
1039
$229K ﹤0.01%
+99,295
1040
$229K ﹤0.01%
+4,367
1041
$227K ﹤0.01%
+10,524
1042
$227K ﹤0.01%
1,235
+4
1043
$226K ﹤0.01%
+7,397
1044
$226K ﹤0.01%
+13,733
1045
$226K ﹤0.01%
+123,386
1046
$225K ﹤0.01%
159
-53
1047
$225K ﹤0.01%
6,815
-2,787
1048
$225K ﹤0.01%
+1,901
1049
$225K ﹤0.01%
+19,030
1050
$225K ﹤0.01%
6,243
-293
40 41
42
43 44