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
326
$3.66M 0.02%
46,644
-530
327
$3.59M 0.02%
14,080
+5,255
328
$3.56M 0.02%
30,913
+1,682
329
$3.56M 0.02%
28,061
+371
330
$3.56M 0.02%
49,974
+1,511
331
$3.53M 0.02%
17,138
+6,582
332
$3.52M 0.02%
16,941
-3,089
333
$3.5M 0.02%
12,801
+946
334
$3.49M 0.02%
125,937
-51,102
335
$3.49M 0.02%
46,381
+18,103
336
$3.46M 0.02%
8,515
+139
337
$3.39M 0.02%
32,401
-2,158
338
$3.39M 0.02%
30,688
+689
339
$3.37M 0.02%
36,746
-1,197
340
$3.36M 0.02%
43,003
+20,189
341
$3.35M 0.02%
115,142
+4,623
342
$3.35M 0.02%
14,528
-924
343
$3.33M 0.02%
8,568
+2,445
344
$3.31M 0.02%
9,549
+370
345
$3.3M 0.02%
99,817
-2,089
346
$3.29M 0.02%
30,226
-1,131
347
$3.28M 0.02%
140,890
+6,923
348
$3.27M 0.02%
110,392
-137
349
$3.25M 0.02%
19,945
-629
350
$3.24M 0.02%
125,750
-11,828
12 13
14
15 16