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
126
$12.1M 0.08%
50,163
+1,832
127
$12M 0.08%
70,440
-15,863
128
– –
0
129
$11.8M 0.08%
22,226
+723
130
$11.8M 0.08%
86,389
-1,689
131
$11.7M 0.08%
28,564
+15,061
132
$11.4M 0.08%
317,645
+4,270
133
$11.3M 0.08%
120,934
-2,641
134
$11.3M 0.08%
+250,339
135
– –
0
136
$11.1M 0.08%
52,015
-3,892
137
$10.8M 0.07%
355,096
+222,737
138
$10.8M 0.07%
213,983
-130,676
139
$10.6M 0.07%
180,600
+12,933
140
$10.6M 0.07%
24,085
+18,762
141
$10.4M 0.07%
98,435
+10,880
142
$10.3M 0.07%
413,721
+180,256
143
$10.3M 0.07%
122,458
+90,743
144
$10.2M 0.07%
39,297
+11,759
145
$10.2M 0.07%
128,221
+82,595
146
$10.2M 0.07%
64,974
+30,312
147
$10.2M 0.07%
16,273
+941
148
$10.2M 0.07%
41,369
-80,710
149
$10M 0.07%
516,053
+32,481
150
$9.95M 0.07%
33,553
-32,004
4 5
6
7 8