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
176
$8.52M 0.06%
43,177
+34,349
177
$8.51M 0.06%
104,890
+8,770
178
$8.49M 0.06%
253,234
+147,219
179
$8.48M 0.06%
139,692
-45,200
180
$8.34M 0.06%
+792,367
181
$8.25M 0.06%
70,401
-2,985
182
$8.21M 0.06%
16,061
+13,370
183
$8.08M 0.05%
81,288
+76,651
184
$8.08M 0.05%
152,597
-8,654
185
$8.05M 0.05%
159,608
+18,045
186
$8.01M 0.05%
50,355
+45,939
187
$7.9M 0.05%
41,319
+9,983
188
$7.86M 0.05%
25,822
+23,414
189
$7.8M 0.05%
59,487
+52,723
190
$7.62M 0.05%
264,790
+9,589
191
$7.62M 0.05%
13,976
-334
192
$7.58M 0.05%
28,788
-9,066
193
$7.56M 0.05%
+67,122
194
$7.47M 0.05%
60,819
-5,510
195
$7.42M 0.05%
46,296
-3,394
196
$7.4M 0.05%
38,940
+6,962
197
$7.37M 0.05%
226,462
-9,392
198
$7.27M 0.05%
96,599
+88,570
199
$7.23M 0.05%
130,515
-9,130
200
$7.22M 0.05%
34,301
+31,669
6 7
8
9 10