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
$12.2B
AUM Growth
+$989M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,284
New
Increased
Reduced
Closed

Top Buys

1
+$258M
2
+$47.9M
3
+$47.6M
4
MSFT icon
Microsoft
MSFT
+$39.6M
5
NVDA icon
NVIDIA
NVDA
+$27.7M

Top Sells

1
+$84.2M
2
+$29.8M
3
+$24.5M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$18.6M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$18.1M

Sector Composition

1 Technology 16.34%
2 Healthcare 4.08%
3 Financials 3.89%
4 Consumer Discretionary 3.53%
5 Communication Services 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.04M 0.04%
223,147
+51,126
227
$6.94M 0.04%
58,466
-23,669
228
$6.9M 0.04%
63,466
+11,206
229
$6.89M 0.04%
75,541
+6,548
230
$6.87M 0.04%
66,991
-1,968
231
$6.86M 0.04%
40,162
-3,164
232
$6.81M 0.04%
200,688
+3,984
233
$6.72M 0.04%
217,012
-2,358
234
$6.65M 0.04%
31,154
+2,495
235
$6.61M 0.04%
234,314
+20,299
236
$6.54M 0.04%
129,587
+1,393
237
$6.51M 0.04%
137,486
+40,762
238
$6.51M 0.04%
63,690
-12,462
239
$6.45M 0.04%
25,200
+2,728
240
$6.36M 0.04%
65,487
+3,213
241
$6.24M 0.03%
79,668
-1,466
242
$6.22M 0.03%
44,092
+28,811
243
$6.18M 0.03%
162,910
+430
244
$6.11M 0.03%
122,217
-7,246
245
$6.06M 0.03%
156,014
-221,538
246
$6.05M 0.03%
77,984
-11,326
247
$6.04M 0.03%
266,620
+130,582
248
$5.96M 0.03%
37,512
-7,464
249
$5.95M 0.03%
15,889
+249
250
$5.93M 0.03%
110,714
-5,735
8 9
10
11 12