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
326
$3.44M 0.02%
31,188
+192
327
$3.43M 0.02%
47,174
-687
328
$3.4M 0.02%
94,569
-10,873
329
$3.31M 0.02%
8,839
-649
330
$3.3M 0.02%
5,589
+4,598
331
$3.28M 0.02%
137,578
-11,262
332
$3.26M 0.02%
31,357
+1,729
333
$3.25M 0.02%
36,404
-6,864
334
$3.23M 0.02%
70,280
-3,436
335
$3.21M 0.02%
43,562
+160
336
$3.2M 0.02%
29,999
+727
337
$3.2M 0.02%
110,519
+20,551
338
$3.2M 0.02%
48,463
+659
339
$3.12M 0.02%
133,967
+23,190
340
$3.03M 0.02%
9,179
+1,081
341
$3.03M 0.02%
89,762
+39,230
342
$3.01M 0.02%
39,815
-986
343
$3M 0.02%
20,206
+130
344
$2.99M 0.02%
106,908
+123
345
$2.99M 0.02%
396,961
-3,755
346
$2.97M 0.02%
23,728
+5
347
$2.96M 0.02%
11,814
+809
348
$2.94M 0.02%
115,537
-8,457
349
$2.94M 0.02%
+61,500
350
$2.93M 0.02%
29,231
+3,193
12 13
14
15 16