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
301
$2.87M 0.02%
14,617
+253
302
$2.84M 0.02%
601,505
-50,084
303
$2.81M 0.02%
12,304
-1,044
304
$2.8M 0.02%
37,267
-8,346
305
$2.73M 0.02%
71,380
+32,245
306
$2.71M 0.02%
73,137
+5,913
307
$2.65M 0.02%
40,896
+31,547
308
$2.6M 0.02%
+75,273
309
$2.6M 0.02%
9,801
-9,756
310
$2.59M 0.02%
29,381
-2,144
311
$2.58M 0.02%
24,246
+578
312
$2.47M 0.02%
4,202
+2,818
313
$2.46M 0.02%
13,481
-663
314
$2.45M 0.02%
174,393
+1,100
315
$2.44M 0.02%
32,737
+21,507
316
$2.44M 0.02%
21,714
-351
317
$2.44M 0.02%
17,966
+47
318
$2.43M 0.02%
109,210
-4,316
319
$2.41M 0.02%
29,650
-346
320
$2.41M 0.02%
31,674
-3,222
321
$2.37M 0.02%
86,536
+34,176
322
$2.37M 0.02%
44,193
+20,997
323
$2.35M 0.02%
52,630
-12,913
324
$2.34M 0.02%
66,860
-17,674
325
$2.33M 0.02%
24,656
+573
11 12
13
14 15