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
376
$1.77M 0.01%
13,658
+2,573
377
$1.76M 0.01%
15,390
+13,378
378
$1.76M 0.01%
11,513
+967
379
$1.75M 0.01%
63,999
+170
380
$1.74M 0.01%
41,404
+17,587
381
$1.72M 0.01%
11,352
+204
382
$1.71M 0.01%
+25,114
383
$1.68M 0.01%
44,371
-40,815
384
$1.68M 0.01%
11,120
+338
385
$1.68M 0.01%
86,746
+13,245
386
$1.67M 0.01%
55,608
-8,548
387
$1.67M 0.01%
10,058
+58
388
$1.65M 0.01%
4,240
-57
389
$1.63M 0.01%
5,691
+376
390
$1.63M 0.01%
49,316
+11,653
391
$1.61M 0.01%
26,918
+22,455
392
$1.59M 0.01%
30,632
+96
393
$1.58M 0.01%
60,524
-12,442
394
$1.58M 0.01%
65,882
+4,794
395
$1.57M 0.01%
41,871
+1,236
396
$1.56M 0.01%
13,936
-301
397
$1.55M 0.01%
36,726
-14,673
398
$1.55M 0.01%
79,650
-16,931
399
$1.54M 0.01%
8,828
+288
400
$1.54M 0.01%
60,446
+1,707
14 15
16
17 18