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
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
276
$7.03M 0.03%
115,337
+3,382
277
$7.02M 0.03%
10,588
+2,883
278
$6.95M 0.03%
167,578
-2,062
279
$6.93M 0.03%
171,553
-247
280
$6.9M 0.03%
202,013
+5,619
281
$6.87M 0.03%
212,034
-10,379
282
$6.85M 0.03%
182,073
-9,024
283
$6.81M 0.03%
115,511
+4,277
284
$6.76M 0.03%
130,111
+30,105
285
$6.75M 0.03%
39,511
-1,303
286
$6.73M 0.03%
82,334
+4,558
287
$6.66M 0.03%
145,552
+2,243
288
$6.5M 0.03%
349,410
+28,676
289
$6.44M 0.03%
128,337
+41,788
290
$6.43M 0.03%
142,082
+31,171
291
$6.39M 0.03%
8
+2
292
$6.37M 0.03%
586,348
+3,810
293
$6.33M 0.03%
39,361
+581
294
$6.18M 0.03%
167,532
-7,561
295
$6.07M 0.03%
119,972
+4,899
296
$6.07M 0.03%
119,947
-20,443
297
$6.04M 0.03%
82,241
+55,588
298
$5.98M 0.03%
174,711
-34,299
299
$5.94M 0.03%
273,480
-103,714
300
$5.93M 0.03%
48,015
+1,274
10 11
12
13 14