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
$8.93B
AUM Growth
+$97.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,147
New
Increased
Reduced
Closed

Top Buys

1
+$250M
2
+$44.7M
3
+$30.3M
4
MSFT icon
Microsoft
MSFT
+$21.3M
5
VT icon
Vanguard Total World Stock ETF
VT
+$20.9M

Top Sells

1
+$64.7M
2
+$33.3M
3
+$27.9M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$22.8M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$21.7M

Sector Composition

1 Technology 12.61%
2 Healthcare 4.07%
3 Financials 3.73%
4 Consumer Discretionary 3.63%
5 Consumer Staples 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.08M 0.04%
159,655
-875
227
$5.03M 0.04%
+87,146
228
$5.03M 0.04%
13,503
-1,205
229
$5.01M 0.04%
67,996
-3,357
230
$4.99M 0.04%
72,418
-219,997
231
$4.97M 0.04%
19,219
+7,137
232
$4.89M 0.04%
76,024
-13,281
233
$4.86M 0.04%
17,845
-890
234
$4.85M 0.04%
215,924
+2,064
235
$4.77M 0.04%
116,708
+2,274
236
$4.7M 0.04%
313,247
+10,287
237
$4.68M 0.04%
59,945
+16,586
238
$4.67M 0.04%
72,185
-12,411
239
$4.64M 0.04%
10,545
+498
240
$4.62M 0.04%
842,478
241
$4.6M 0.04%
179,219
+35,464
242
$4.6M 0.04%
41,903
-64,055
243
$4.57M 0.03%
21,972
-12,889
244
$4.56M 0.03%
+53,789
245
$4.54M 0.03%
37,144
+1,769
246
$4.53M 0.03%
240,793
-971
247
$4.44M 0.03%
23,310
-291
248
$4.41M 0.03%
64,030
-57,334
249
$4.39M 0.03%
113,985
-16,501
250
$4.38M 0.03%
23,687
-100
8 9
10
11 12