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
1151
$42.3K ﹤0.01%
10,025
+25
1152
$41.5K ﹤0.01%
17,363
+4,270
1153
$34K ﹤0.01%
13,421
+1,800
1154
$29.4K ﹤0.01%
1,689
1155
$27.7K ﹤0.01%
15,554
-300
1156
$25.7K ﹤0.01%
10,400
-16,727
1157
$21.2K ﹤0.01%
12,000
-300
1158
$18.3K ﹤0.01%
2,155
+88
1159
$5K ﹤0.01%
5,000
1160
– –
-1,826
1161
– –
-19,499
1162
– –
-5,262
1163
– –
-9,632
1164
– –
-550,742
1165
– –
-167,975
1166
– –
-13,807
1167
– –
-7,984
1168
– –
-5,653
1169
– –
0
1170
– –
-32,677
1171
– –
-113,237
1172
– –
-2,040
1173
– –
-10,613
1174
– –
-1,861
1175
– –
-2,333
45 46
47
48 49