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
276
$4.84M 0.03%
21,969
+803
277
$4.84M 0.03%
225,240
-15,516
278
$4.84M 0.03%
43,845
+65
279
$4.83M 0.03%
77,135
+9,985
280
$4.69M 0.03%
413,884
-9,230
281
$4.61M 0.03%
182,664
-24,072
282
$4.61M 0.03%
177,039
-27,966
283
$4.58M 0.03%
10,275
-14,815
284
$4.56M 0.03%
7,047
-119
285
$4.54M 0.03%
46,782
-79,921
286
$4.48M 0.02%
87,395
+48,216
287
$4.47M 0.02%
400,576
-141,610
288
$4.41M 0.02%
64,685
+27,780
289
$4.4M 0.02%
36,438
+324
290
$4.38M 0.02%
74,215
+2,444
291
$4.35M 0.02%
48,654
-2,601
292
$4.28M 0.02%
24,504
-1,500
293
$4.27M 0.02%
20,030
+4,979
294
$4.26M 0.02%
30,940
+1,355
295
$4.25M 0.02%
88,646
+3,731
296
$4.24M 0.02%
85,117
+694
297
$4.2M 0.02%
27,690
+2,114
298
$4.19M 0.02%
+135,518
299
$4.14M 0.02%
32,181
+3,130
300
$4.12M 0.02%
207,424
-356,097
10 11
12
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