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
376
$2.7M 0.01%
150,305
+8
377
$2.69M 0.01%
8,486
-353
378
$2.66M 0.01%
27,767
-719
379
$2.66M 0.01%
35,632
+4,208
380
$2.66M 0.01%
32,067
-1,388
381
$2.65M 0.01%
181,856
+87,572
382
$2.63M 0.01%
15,531
+2,667
383
$2.61M 0.01%
63,514
+6,966
384
$2.61M 0.01%
217,913
+50
385
$2.61M 0.01%
19,200
+4,794
386
$2.6M 0.01%
53,035
+873
387
$2.6M 0.01%
52,121
+2,264
388
$2.58M 0.01%
40,670
+7,860
389
$2.58M 0.01%
37,167
-59
390
$2.56M 0.01%
10,098
+1,418
391
$2.54M 0.01%
111,413
+8,298
392
$2.54M 0.01%
23,541
-772
393
$2.49M 0.01%
34,784
-29,901
394
$2.45M 0.01%
48,772
+32,219
395
$2.45M 0.01%
21,290
-102
396
$2.43M 0.01%
4,669
+515
397
$2.42M 0.01%
220,314
+2,790
398
$2.42M 0.01%
33,700
+438
399
$2.42M 0.01%
40,499
+17,513
400
$2.41M 0.01%
86,515
14 15
16
17 18