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
101
$15.4M 0.1%
142,411
-26,439
102
$15.1M 0.1%
137,504
+7,808
103
$15.1M 0.1%
137,824
+3,533
104
$15.1M 0.1%
65,245
-9,757
105
$14.9M 0.1%
74,367
+17,883
106
$14.8M 0.1%
63,629
-1,984
107
$14.7M 0.1%
55,918
+31,912
108
$14.2M 0.1%
150,244
+682
109
$14M 0.09%
259,780
-10,270
110
$14M 0.09%
135,350
+10,490
111
$13.9M 0.09%
53,598
+38,666
112
$13.8M 0.09%
744,374
-394,362
113
$13.7M 0.09%
19,373
+2,833
114
$13.5M 0.09%
171,990
-2,210
115
$13.4M 0.09%
26,356
-2,346
116
$13.2M 0.09%
168,804
-12,474
117
$13.1M 0.09%
259,658
-78,058
118
$13.1M 0.09%
136,245
+7,658
119
$12.8M 0.09%
43,375
+5,351
120
– –
0
121
$12.6M 0.09%
67,222
+769
122
$12.6M 0.09%
348,272
-4,389
123
$12.4M 0.08%
145,303
+3,468
124
$12.3M 0.08%
84,946
+6,337
125
$12.1M 0.08%
136,917
-10,861
3 4
5
6 7