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
1101
$201K ﹤0.01%
+4,741
1102
$201K ﹤0.01%
2,279
-69,195
1103
$200K ﹤0.01%
+4,536
1104
$200K ﹤0.01%
+34,403
1105
$197K ﹤0.01%
+38,270
1106
$190K ﹤0.01%
+19,837
1107
$189K ﹤0.01%
+11,608
1108
$186K ﹤0.01%
11,675
-50
1109
$185K ﹤0.01%
+18,658
1110
$180K ﹤0.01%
10,263
-3,236
1111
$172K ﹤0.01%
+29,090
1112
$170K ﹤0.01%
20,000
1113
$168K ﹤0.01%
16,592
-775
1114
$168K ﹤0.01%
11,179
+406
1115
$164K ﹤0.01%
28,969
-16,889
1116
$164K ﹤0.01%
+6,800
1117
$162K ﹤0.01%
+33,175
1118
$160K ﹤0.01%
+13,467
1119
$160K ﹤0.01%
+12,650
1120
$154K ﹤0.01%
13,026
1121
$154K ﹤0.01%
12,619
+1,150
1122
$152K ﹤0.01%
+15,079
1123
$150K ﹤0.01%
13,103
1124
$141K ﹤0.01%
10,000
1125
$140K ﹤0.01%
+34,500
43 44
45
46 47