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
301
$5.89M 0.03%
43,045
+1,447
302
$5.8M 0.03%
252,708
-9,159
303
$5.8M 0.03%
88,292
+56,880
304
$5.79M 0.03%
13,205
+7,207
305
$5.76M 0.03%
18,875
+899
306
$5.72M 0.03%
103,748
+62
307
$5.71M 0.03%
20,204
+195
308
$5.6M 0.03%
144,520
+3,710
309
$5.57M 0.03%
24,299
-305
310
$5.55M 0.03%
63,155
+2,385
311
$5.38M 0.02%
45,022
+16,310
312
$5.38M 0.02%
48,623
+3,259
313
$5.36M 0.02%
126,366
-3,547
314
$5.35M 0.02%
235,632
+19,645
315
$5.3M 0.02%
33,187
+14,126
316
$5.28M 0.02%
23,337
+34
317
$5.18M 0.02%
127,342
+10,840
318
$5.16M 0.02%
64,153
+8,758
319
$5.13M 0.02%
37,241
+16,989
320
$5.11M 0.02%
40,210
-970
321
$5.11M 0.02%
19,503
+4,129
322
$5.09M 0.02%
10,508
+19
323
$5.07M 0.02%
82,273
+10,032
324
$5.03M 0.02%
19,553
+3,335
325
$4.91M 0.02%
28,750
-222
11 12
13
14 15