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
1051
$223K ﹤0.01%
+1,760
1052
$223K ﹤0.01%
5,600
-2,300
1053
$223K ﹤0.01%
+3,636
1054
$222K ﹤0.01%
+2,936
1055
$222K ﹤0.01%
5,841
-1,877
1056
$221K ﹤0.01%
14,646
+5
1057
$221K ﹤0.01%
+3,124
1058
$220K ﹤0.01%
3,562
-1,291
1059
$220K ﹤0.01%
2,894
-776
1060
$218K ﹤0.01%
2,173
+5
1061
$217K ﹤0.01%
4,754
-4,606
1062
$217K ﹤0.01%
+2,431
1063
$217K ﹤0.01%
+25,255
1064
$217K ﹤0.01%
+5,018
1065
$216K ﹤0.01%
+2,645
1066
$216K ﹤0.01%
3,922
-554
1067
$215K ﹤0.01%
+944
1068
$214K ﹤0.01%
+5,975
1069
$212K ﹤0.01%
+1,187
1070
$211K ﹤0.01%
5,880
-202
1071
$211K ﹤0.01%
+8,503
1072
$211K ﹤0.01%
19,508
-833
1073
$211K ﹤0.01%
+3,087
1074
$210K ﹤0.01%
4,233
-5,589
1075
$210K ﹤0.01%
+807
41 42
43
44 45