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
251
$4.38M 0.03%
8,993
+51
252
$4.35M 0.03%
17,073
+3,021
253
– –
0
254
$4.24M 0.03%
43,892
+22,072
255
$4.14M 0.03%
48,377
-3,230
256
$4.1M 0.03%
9,229
-520
257
$4.08M 0.03%
58,473
-438
258
$4.03M 0.03%
132,359
+7,323
259
$4.03M 0.03%
133,499
+34,661
260
$4.01M 0.03%
57,733
+5,254
261
$4M 0.03%
29,141
-3,476
262
$3.98M 0.03%
19,140
-402
263
$3.97M 0.03%
16,495
-1,973
264
$3.96M 0.03%
50,635
-26,050
265
$3.89M 0.03%
87,625
+8,734
266
$3.88M 0.03%
126,792
-16,146
267
$3.87M 0.03%
51,685
+6,985
268
$3.87M 0.03%
400,000
269
$3.78M 0.03%
52,225
+4,618
270
$3.76M 0.03%
33,553
+2,106
271
$3.68M 0.03%
40,541
-16,181
272
$3.63M 0.03%
103,674
-5,336
273
$3.61M 0.03%
88,811
+6,447
274
$3.61M 0.03%
85,502
+14,262
275
$3.61M 0.03%
39,490
+386
9 10
11
12 13