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
276
$3.59M 0.03%
32,180
+817
277
$3.56M 0.03%
74,086
+173
278
$3.51M 0.03%
29,929
-15,648
279
$3.51M 0.03%
89,473
-676
280
$3.46M 0.03%
12,217
-15,960
281
$3.44M 0.03%
106,015
-11,011
282
$3.44M 0.03%
61,286
-11,956
283
$3.38M 0.03%
83,400
-12,454
284
$3.32M 0.03%
4,796
+3,329
285
$3.3M 0.03%
14,932
-9,671
286
$3.27M 0.02%
137,137
-37,351
287
$3.24M 0.02%
45,626
+2,417
288
$3.16M 0.02%
35,850
+3,659
289
$3.16M 0.02%
7,191
+86
290
$3.13M 0.02%
31,226
-3,021
291
$3.12M 0.02%
73,297
+3,965
292
$3.11M 0.02%
41,202
+26,762
293
$3.1M 0.02%
50,486
-1,617
294
$3.1M 0.02%
19,831
+282
295
$3.06M 0.02%
48,045
+436
296
$3.05M 0.02%
19,323
+960
297
$3.02M 0.02%
28,985
-133
298
$2.95M 0.02%
38,840
-2,546
299
$2.93M 0.02%
37,334
-31,756
300
$2.88M 0.02%
27,773
+3,180
10 11
12
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