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
326
$4.91M 0.02%
55,796
-4,663
327
$4.88M 0.02%
21,088
+963
328
$4.87M 0.02%
52,007
+1,851
329
$4.86M 0.02%
149,372
+10,309
330
$4.79M 0.02%
125,073
+19,051
331
$4.78M 0.02%
139,789
-5,200
332
$4.78M 0.02%
42,964
+1,172
333
$4.76M 0.02%
93,125
+1,347
334
$4.74M 0.02%
413,884
335
$4.73M 0.02%
78,172
+2,855
336
$4.72M 0.02%
96,493
+53,823
337
$4.71M 0.02%
20,375
-218
338
$4.68M 0.02%
28,445
+8,070
339
$4.68M 0.02%
2,399
+1,479
340
$4.65M 0.02%
51,298
+6,667
341
$4.62M 0.02%
37,917
+4,781
342
$4.6M 0.02%
33,921
-250
343
$4.6M 0.02%
67,351
-6,202
344
$4.56M 0.02%
391,901
+37,498
345
$4.54M 0.02%
177,540
+24,617
346
$4.5M 0.02%
19,270
+15,136
347
$4.5M 0.02%
34,672
-2,897
348
$4.49M 0.02%
102,760
-29,681
349
$4.45M 0.02%
191,751
-34,573
350
$4.43M 0.02%
46,410
+18,030
12 13
14
15 16