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
351
$2.03M 0.02%
35,238
-15,489
352
$2.03M 0.02%
163,169
+47,885
353
$2.02M 0.02%
118,371
-10,137
354
$2.01M 0.02%
36,210
-2,078
355
$1.99M 0.02%
17,717
+731
356
$1.98M 0.02%
41,625
+176
357
$1.97M 0.02%
+29,834
358
$1.96M 0.01%
49,327
-4,573
359
$1.96M 0.01%
83,064
+3,517
360
$1.95M 0.01%
634
+63
361
$1.95M 0.01%
5,323
+227
362
$1.94M 0.01%
38,586
+19,146
363
$1.93M 0.01%
55,110
-5,899
364
$1.93M 0.01%
177,407
-8,224
365
$1.92M 0.01%
52,500
+4,100
366
$1.92M 0.01%
38,496
-2,960
367
$1.89M 0.01%
20,882
-3,412
368
$1.87M 0.01%
33,981
-1,884
369
$1.87M 0.01%
84,612
-12,064
370
$1.85M 0.01%
10,925
+225
371
$1.84M 0.01%
17,414
-388
372
$1.83M 0.01%
16,184
-6,716
373
$1.82M 0.01%
41,939
-4,154
374
$1.79M 0.01%
30,270
-1,152
375
$1.79M 0.01%
58,842
13 14
15
16 17