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
$17B
AUM Growth
+$956M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,443
New
Increased
Reduced
Closed

Top Buys

1
+$910M
2
+$561M
3
+$94.7M
4
AAPL icon
Apple
AAPL
+$81.6M
5
MSFT icon
Microsoft
MSFT
+$77.5M

Top Sells

1
+$158M
2
+$75M
3
+$59M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$46.5M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$46.2M

Sector Composition

1 Technology 15.16%
2 Financials 4.97%
3 Healthcare 3.8%
4 Consumer Discretionary 3.5%
5 Communication Services 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.73M 0.04%
88,461
+7,211
227
$9.7M 0.04%
44,349
+5,374
228
$9.56M 0.04%
377,117
+41,693
229
$9.15M 0.04%
218,117
+15,670
230
$9.08M 0.04%
17,879
+5,006
231
$9.05M 0.04%
78,308
+50,659
232
$9.03M 0.04%
172,338
+16,333
233
$8.99M 0.04%
101,008
+3,779
234
$8.99M 0.04%
74,195
+244
235
$8.92M 0.04%
41,095
-4,871
236
$8.9M 0.04%
136,509
+2,385
237
$8.89M 0.04%
27,019
+16,305
238
$8.79M 0.04%
191,281
-2,247
239
$8.7M 0.04%
34,881
+1,278
240
$8.59M 0.04%
94,397
+90,351
241
$8.56M 0.04%
87,848
-41,509
242
$8.56M 0.04%
46,651
-62,382
243
$8.56M 0.04%
27,907
-1,009
244
$8.5M 0.04%
42,384
-3,255
245
$8.48M 0.04%
44,902
+1,486
246
$8.44M 0.04%
90,343
+10,008
247
$8.41M 0.04%
63,699
+33,430
248
$8.17M 0.04%
112,186
+60,642
249
$8.08M 0.04%
15,772
+1,208
250
$8.05M 0.04%
259,813
+15,960
8 9
10
11 12