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
1126
$139K ﹤0.01%
12,878
-5,516
1127
$139K ﹤0.01%
37,028
-5,000
1128
$139K ﹤0.01%
+60,338
1129
$138K ﹤0.01%
+410
1130
$134K ﹤0.01%
14,029
+3,699
1131
$130K ﹤0.01%
+10,802
1132
$122K ﹤0.01%
13,434
+72
1133
$118K ﹤0.01%
10,500
1134
$115K ﹤0.01%
12,374
1135
$105K ﹤0.01%
+49,488
1136
$105K ﹤0.01%
10,875
-3,829
1137
$96.4K ﹤0.01%
+21,416
1138
$94K ﹤0.01%
10,617
+617
1139
$91.3K ﹤0.01%
+10,602
1140
$83.1K ﹤0.01%
13,729
+3,103
1141
$79.8K ﹤0.01%
46,935
+7,500
1142
$72.9K ﹤0.01%
1,731
-684
1143
$70.7K ﹤0.01%
10,100
1144
$62.6K ﹤0.01%
1,277
-40
1145
$60.6K ﹤0.01%
15,408
1146
$60.5K ﹤0.01%
3,682
1147
$54K ﹤0.01%
3,453
1148
$53.5K ﹤0.01%
12,923
+2,257
1149
$52.2K ﹤0.01%
15,186
+2,100
1150
$48.5K ﹤0.01%
25,661
44 45
46
47 48