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
351
$2.92M 0.02%
7,610
-1,034
352
$2.91M 0.02%
110,529
+1,175
353
$2.89M 0.02%
21,392
-5,714
354
$2.87M 0.02%
15,718
-99,188
355
$2.86M 0.02%
51,282
+288
356
$2.86M 0.02%
86,589
+1,437
357
$2.85M 0.02%
150,297
+300
358
$2.85M 0.02%
47,245
-4,443
359
$2.84M 0.02%
101,906
-84
360
$2.84M 0.02%
6,650
+104
361
$2.83M 0.02%
11,863
+643
362
$2.77M 0.02%
21,375
-234
363
$2.73M 0.02%
28,486
+643
364
$2.7M 0.02%
64,604
+2,167
365
$2.69M 0.02%
8,376
+4,617
366
$2.69M 0.02%
56,112
+6,956
367
$2.68M 0.01%
33,455
+1,362
368
$2.64M 0.01%
24,313
-11
369
$2.64M 0.01%
19,995
-1,463
370
$2.64M 0.01%
839,570
371
$2.64M 0.01%
54,066
+334
372
$2.62M 0.01%
18,757
-465
373
$2.61M 0.01%
5,151
+113
374
$2.56M 0.01%
11,753
-39,840
375
$2.52M 0.01%
16,075
+6,088
13 14
15
16 17