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
301
$4.49M 0.02%
400,576
302
$4.49M 0.02%
191,607
+18,440
303
$4.48M 0.02%
349,710
-23,239
304
$4.46M 0.02%
45,472
-11,537
305
$4.43M 0.02%
170,236
-12,428
306
$4.42M 0.02%
40,490
+5,923
307
$4.4M 0.02%
39,398
+2,994
308
$4.4M 0.02%
35,961
+3,780
309
$4.39M 0.02%
37,456
-11,768
310
$4.33M 0.02%
191,532
-33,708
311
$4.31M 0.02%
27,127
-462
312
$4.31M 0.02%
74,800
-2,335
313
$4.23M 0.02%
104,301
+1,566
314
$4.22M 0.02%
16,009
+4,195
315
$4.2M 0.02%
23,344
-1,160
316
$4.08M 0.02%
184,662
-22,762
317
$4.03M 0.02%
94,149
-411
318
$4.01M 0.02%
44,552
-686
319
$3.9M 0.02%
114,881
-20,637
320
$3.82M 0.02%
6,041
+890
321
$3.81M 0.02%
48,866
+616
322
$3.81M 0.02%
47,417
-9,848
323
$3.72M 0.02%
12,485
-1,336
324
$3.72M 0.02%
320,265
+2,591
325
$3.69M 0.02%
26,279
+2,551
11 12
13
14 15