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
351
$4.4M 0.02%
173,853
-7,000
352
$4.39M 0.02%
45,949
+20,723
353
$4.38M 0.02%
154,388
+19,864
354
$4.37M 0.02%
340,494
-1,018
355
$4.36M 0.02%
152,971
-21,712
356
$4.33M 0.02%
33,817
+1,580
357
$4.32M 0.02%
15,271
-8,195
358
$4.29M 0.02%
26,263
-62
359
$4.29M 0.02%
21,281
-418
360
$4.27M 0.02%
14,482
+878
361
$4.27M 0.02%
168,660
+119,051
362
$4.25M 0.02%
192,427
-190,053
363
$4.22M 0.02%
38,646
+19,809
364
$4.22M 0.02%
102,489
+44,658
365
$4.19M 0.02%
13,363
-1,131
366
$4.17M 0.02%
20,277
+2,466
367
$4.15M 0.02%
400,576
368
$4.1M 0.02%
158,940
+23,701
369
$4.09M 0.02%
50,994
+31,540
370
$4.09M 0.02%
270,383
+55,814
371
$4.09M 0.02%
63,990
-7,869
372
$4.05M 0.02%
36,813
-429
373
$4.02M 0.02%
31,614
+3,033
374
$4.02M 0.02%
6,611
+329
375
$3.97M 0.02%
28,653
+24,362
13 14
15
16 17