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
1076
$209K ﹤0.01%
+3,817
1077
$208K ﹤0.01%
2,952
-1,516
1078
$208K ﹤0.01%
+6,208
1079
$208K ﹤0.01%
+1,750
1080
$208K ﹤0.01%
2,355
-2,059
1081
$208K ﹤0.01%
+1,416
1082
$208K ﹤0.01%
+1,899
1083
$208K ﹤0.01%
+2,917
1084
$207K ﹤0.01%
+9,061
1085
$207K ﹤0.01%
2,914
-28,340
1086
$206K ﹤0.01%
+517
1087
$205K ﹤0.01%
+4,588
1088
$205K ﹤0.01%
2,671
-1,578
1089
$205K ﹤0.01%
+429
1090
$204K ﹤0.01%
+4,348
1091
$204K ﹤0.01%
+498
1092
$204K ﹤0.01%
20,016
-3,430
1093
$204K ﹤0.01%
11,854
-976
1094
$203K ﹤0.01%
+2,848
1095
$203K ﹤0.01%
+29
1096
$203K ﹤0.01%
+5,119
1097
$202K ﹤0.01%
19,368
+2,556
1098
$202K ﹤0.01%
+3,313
1099
$202K ﹤0.01%
+889
1100
$202K ﹤0.01%
+25,597
42 43
44
45 46