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
351
$3.24M 0.02%
+161,286
352
$3.21M 0.02%
92,533
-2,036
353
$3.2M 0.02%
396,961
354
$3.17M 0.02%
62,702
-12,721
355
$3.15M 0.02%
70,335
+5,731
356
$3.13M 0.02%
25,426
-2,968
357
$3.12M 0.02%
23,320
+3,114
358
$3.11M 0.02%
20,968
-407
359
$3.11M 0.02%
63,859
-6,421
360
$3.04M 0.02%
37,833
-1,982
361
$3.02M 0.02%
323,864
362
$3M 0.01%
20,028
+33
363
$2.94M 0.01%
19,737
-11,203
364
$2.93M 0.01%
79,547
-7,042
365
$2.84M 0.01%
10,074
+35
366
$2.84M 0.01%
14,176
-1,542
367
$2.83M 0.01%
53,617
-449
368
$2.82M 0.01%
43,613
-3,632
369
$2.82M 0.01%
19,828
+1,071
370
$2.82M 0.01%
12,223
+470
371
$2.79M 0.01%
136,659
+7,321
372
$2.76M 0.01%
4
373
$2.76M 0.01%
51,297
-36,098
374
$2.71M 0.01%
36,668
+510
375
$2.7M 0.01%
21,365
+1,328
13 14
15
16 17