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
251
$8.02M 0.04%
361,855
+8,278
252
$7.95M 0.04%
77,415
-115,771
253
$7.87M 0.04%
168,053
+76,665
254
$7.81M 0.04%
84,942
+6,803
255
$7.8M 0.04%
69,646
+5,892
256
$7.67M 0.03%
30,186
+11,761
257
$7.64M 0.03%
61,347
-31,603
258
$7.63M 0.03%
244,301
-10,497
259
$7.63M 0.03%
125,840
-4,441
260
$7.56M 0.03%
323,618
-34,578
261
$7.48M 0.03%
56,579
+10,597
262
$7.43M 0.03%
33,646
+4,527
263
$7.42M 0.03%
277,293
+125,895
264
$7.34M 0.03%
43,678
-3,678
265
$7.33M 0.03%
52,216
-1,457
266
$7.26M 0.03%
100,807
-1,483
267
$7.22M 0.03%
282,329
+135,094
268
$7.18M 0.03%
34,519
+434
269
$7.12M 0.03%
206,564
+123
270
$7.11M 0.03%
30,478
-1,530
271
$7.11M 0.03%
63,560
+21,255
272
$7.09M 0.03%
259,593
-13,569
273
$7.07M 0.03%
141,448
-19,033
274
$7.05M 0.03%
278,829
+136,753
275
$7.04M 0.03%
229,069
+49,041
9 10
11
12 13