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
376
$2.51M 0.01%
217,863
-25,202
377
$2.51M 0.01%
129,338
+5,231
378
$2.49M 0.01%
10,294
+2,398
379
$2.49M 0.01%
73,640
-3,175
380
$2.49M 0.01%
+136,968
381
$2.45M 0.01%
52,162
-1,989
382
$2.45M 0.01%
4
-6
383
$2.43M 0.01%
116,379
+20,686
384
$2.42M 0.01%
49,857
-1,942
385
$2.42M 0.01%
24,007
-459
386
$2.41M 0.01%
92,384
+77
387
$2.39M 0.01%
20,173
+73
388
$2.38M 0.01%
60,372
+220
389
$2.33M 0.01%
+86,515
390
$2.32M 0.01%
21,714
-377
391
$2.29M 0.01%
217,524
+736
392
$2.29M 0.01%
53,206
+21,975
393
$2.29M 0.01%
36,158
+3,046
394
$2.28M 0.01%
62,558
+19,876
395
$2.25M 0.01%
56,548
-2,419
396
$2.25M 0.01%
4,154
+563
397
$2.25M 0.01%
20,037
+1,085
398
$2.23M 0.01%
17,714
+1,959
399
$2.19M 0.01%
37,226
+35
400
$2.19M 0.01%
35,673
-2,096
14 15
16
17 18