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
326
$2.32M 0.02%
49,061
+2,461
327
$2.31M 0.02%
55,206
-2,300
328
$2.3M 0.02%
34,800
+2,581
329
$2.28M 0.02%
31,715
-3,937
330
$2.26M 0.02%
21,530
+3,676
331
$2.26M 0.02%
103,296
+77,827
332
$2.26M 0.02%
+83,757
333
$2.23M 0.02%
43,925
+19,178
334
$2.21M 0.02%
31,305
+149
335
$2.2M 0.02%
6,383
+3,302
336
$2.18M 0.02%
+31,254
337
$2.16M 0.02%
45,414
+17,834
338
$2.16M 0.02%
128,551
-15,661
339
$2.15M 0.02%
13,727
+10,456
340
$2.15M 0.02%
35,621
+2,630
341
$2.13M 0.02%
+8,205
342
$2.11M 0.02%
39,105
-1,860
343
$2.11M 0.02%
83,369
+4,592
344
$2.08M 0.02%
19,601
+4,479
345
$2.08M 0.02%
32,435
-3,494
346
$2.06M 0.02%
141,143
+11,093
347
$2.06M 0.02%
75,246
-5,446
348
$2.05M 0.02%
13,634
+409
349
$2.05M 0.02%
20,369
+125
350
$2.04M 0.02%
127,269
12 13
14
15 16