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
301
$3.99M 0.02%
58,130
-1,685
302
$3.97M 0.02%
173,167
+25,423
303
$3.92M 0.02%
102,735
+3,583
304
$3.81M 0.02%
15,452
+1,339
305
$3.8M 0.02%
139,063
+3,790
306
$3.77M 0.02%
27,589
-26,545
307
$3.76M 0.02%
37,330
+8,988
308
$3.72M 0.02%
24,926
+1,157
309
$3.7M 0.02%
13,360
+181
310
$3.68M 0.02%
372,949
-27,066
311
$3.66M 0.02%
317,674
-310
312
$3.64M 0.02%
918
-1,943
313
$3.63M 0.02%
75,423
-11,846
314
$3.59M 0.02%
45,238
-83,855
315
$3.58M 0.02%
34,559
-1,447
316
$3.58M 0.02%
34,567
-9,341
317
$3.57M 0.02%
28,394
+3,236
318
$3.57M 0.02%
11,855
+474
319
$3.57M 0.02%
20,574
+7,284
320
$3.57M 0.02%
13,821
+1,797
321
$3.51M 0.02%
40,112
-117,640
322
$3.5M 0.02%
48,250
+4,595
323
$3.48M 0.02%
94,560
-1,604
324
$3.48M 0.02%
37,943
-3,922
325
$3.47M 0.02%
67,737
+33,496
11 12
13
14 15