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
376
$3.94M 0.02%
6,283
+16
377
$3.91M 0.02%
24,872
+5,455
378
$3.91M 0.02%
156,386
-44,808
379
$3.9M 0.02%
16,379
+4,429
380
$3.89M 0.02%
29,565
+128
381
$3.89M 0.02%
+22,492
382
$3.88M 0.02%
29,880
+27,866
383
$3.79M 0.02%
19,869
+10,982
384
$3.77M 0.02%
25,173
-149
385
$3.7M 0.02%
46,644
-100
386
$3.65M 0.02%
62,297
+26,319
387
$3.57M 0.02%
169,837
388
$3.53M 0.02%
73,972
+9,192
389
$3.52M 0.02%
92,978
+46,518
390
$3.52M 0.02%
31,677
-171
391
$3.48M 0.02%
148,674
+2,864
392
$3.48M 0.02%
78,651
+10,869
393
$3.47M 0.02%
345,711
+186,248
394
$3.44M 0.02%
85,139
+8,178
395
$3.44M 0.02%
26,810
-911
396
$3.43M 0.02%
147,764
-30,414
397
$3.43M 0.02%
23,443
+2,050
398
$3.41M 0.02%
13,921
+1,682
399
$3.41M 0.02%
56,634
-35,070
400
$3.35M 0.02%
67,222
-26,020
14 15
16
17 18