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
1176
– –
-3,376
1177
– –
-10,793
1178
– –
-4,229
1179
– –
-5,602
1180
– –
-9,311
1181
– –
-2,333
1182
– –
-68,611
1183
– –
-38,754
1184
– –
-2,619
1185
– –
-7,600
1186
– –
-8,205
1187
– –
-4,038
1188
– –
-3,410
1189
– –
-3,280
1190
– –
-8,155
1191
– –
-7,576
1192
– –
-16,818
1193
– –
-15,462
1194
– –
0
1195
– –
-10,300
1196
– –
-10,718
1197
– –
-14,581
1198
– –
-22,192
1199
– –
-4,143
1200
– –
-5,191
46 47
48
49 50