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
251
$5.82M 0.03%
13,361
+1,437
252
$5.82M 0.03%
19,495
+1,178
253
$5.81M 0.03%
49,224
-1,002
254
$5.59M 0.03%
152,384
+98
255
$5.54M 0.03%
23,712
-2,734
256
$5.54M 0.03%
40,359
+907
257
$5.39M 0.03%
33,594
+7
258
$5.37M 0.03%
5,251
+510
259
$5.35M 0.03%
128,765
-40,359
260
$5.34M 0.03%
57,009
+11,584
261
$5.32M 0.03%
61,453
+2,315
262
$5.31M 0.03%
13,542
-1,905
263
$5.3M 0.03%
109,131
+22,681
264
$5.29M 0.03%
37,785
-250
265
$5.24M 0.03%
57,265
+12,163
266
$5.21M 0.03%
74,598
+4,226
267
$5.17M 0.03%
323,864
268
$5.15M 0.03%
40,496
-1,469
269
$5.13M 0.03%
21,381
+569
270
$5.13M 0.03%
117,219
+12,539
271
$5.1M 0.03%
40,016
-1,638
272
$5.03M 0.03%
310,033
+1,715
273
$4.97M 0.03%
113,175
+11,747
274
$4.92M 0.03%
11,209
-15,324
275
$4.86M 0.03%
73,749
+3,849
9 10
11
12 13