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
201
$7.2M 0.05%
+11,389
202
$7.19M 0.05%
247,288
+222,664
203
$7.18M 0.05%
57,868
+1,570
204
$7.17M 0.05%
75,154
-1,199
205
$7.12M 0.05%
48,670
+44,265
206
$7.11M 0.05%
37,315
+33,742
207
$6.98M 0.05%
+141,167
208
$6.97M 0.05%
200,535
+26,968
209
$6.91M 0.05%
13,427
+11,608
210
$6.88M 0.05%
31,213
+26,688
211
$6.82M 0.05%
54,262
-2,632
212
$6.8M 0.05%
281,456
+268,838
213
$6.78M 0.05%
132,078
+20,687
214
$6.77M 0.05%
25,800
-447
215
$6.73M 0.05%
842,478
216
$6.67M 0.05%
292,013
+76,089
217
$6.64M 0.04%
48,506
+46,529
218
$6.47M 0.04%
69,381
+6,407
219
$6.41M 0.04%
118,155
-25,750
220
$6.33M 0.04%
203,977
-249
221
$6.3M 0.04%
83,671
+11,253
222
$6.17M 0.04%
73,610
-342
223
$6.12M 0.04%
47,686
-3,377
224
$6.09M 0.04%
+75,194
225
$6.06M 0.04%
19,422
+2,349
7 8
9
10 11