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
151
$9.86M 0.07%
531,528
+6,936
152
$9.84M 0.07%
126,625
+1,245
153
$9.67M 0.07%
39,564
+34,515
154
$9.65M 0.07%
+65,750
155
$9.61M 0.06%
23,623
-15,330
156
$9.55M 0.06%
11,758
+219
157
$9.52M 0.06%
54,449
+4,999
158
$9.49M 0.06%
57,343
+291
159
$9.48M 0.06%
397,460
+146,248
160
$9.42M 0.06%
2,656
+2,022
161
$9.39M 0.06%
56,807
+3,368
162
$9.32M 0.06%
113,660
-16,111
163
$9.25M 0.06%
100,295
+92,683
164
$9.25M 0.06%
111,478
+74,144
165
$9.19M 0.06%
56,213
+2,667
166
$9.13M 0.06%
62,040
-6,604
167
$9.11M 0.06%
391,239
+140,484
168
$9.11M 0.06%
33,272
+263
169
$9.01M 0.06%
510,728
+480,863
170
$9.01M 0.06%
49,466
+35,832
171
$8.93M 0.06%
22,984
+15,793
172
$8.87M 0.06%
150,680
+121,068
173
$8.65M 0.06%
256,804
-4,547
174
$8.64M 0.06%
28,770
-1,416
175
$8.57M 0.06%
228,054
-20,998
5 6
7
8 9