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
$13.3B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,344
New
Increased
Reduced
Closed

Top Buys

1
+$264M
2
+$67.2M
3
+$60.6M
4
AAPL icon
Apple
AAPL
+$44.9M
5
NVDA icon
NVIDIA
NVDA
+$43.3M

Top Sells

1
+$46.8M
2
+$46.7M
3
+$40.9M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$25.8M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$23M

Sector Composition

1 Technology 16.5%
2 Financials 4.19%
3 Healthcare 4.08%
4 Consumer Discretionary 3.83%
5 Communication Services 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5.36M 0.03%
74,261
-337
277
$5.35M 0.03%
141,966
-10,418
278
$5.34M 0.03%
6,590
-457
279
$5.31M 0.03%
40,244
+228
280
$5.3M 0.03%
226,017
+9,005
281
$5.25M 0.03%
36,023
-4,336
282
$5.15M 0.03%
107,655
-9,564
283
$5.09M 0.03%
76,213
+17,747
284
$5.07M 0.03%
43,236
-609
285
$5.05M 0.03%
107,119
+18,473
286
$5M 0.03%
311,833
+1,800
287
$4.98M 0.02%
47,814
-840
288
$4.95M 0.02%
59,074
+944
289
$4.93M 0.02%
37,267
+829
290
$4.88M 0.02%
98,972
-10,159
291
$4.88M 0.02%
413,884
292
$4.83M 0.02%
27,740
+2,814
293
$4.77M 0.02%
5,725
+474
294
$4.73M 0.02%
83,324
-1,793
295
$4.71M 0.02%
44,379
+817
296
$4.63M 0.02%
18,130
+6,267
297
$4.56M 0.02%
139,063
298
$4.55M 0.02%
61,729
-12,020
299
$4.5M 0.02%
13,897
+537
300
$4.49M 0.02%
71,453
-2,762
10 11
12
13 14