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
401
$1.53M 0.01%
11,990
-847
402
$1.51M 0.01%
20,100
403
$1.51M 0.01%
12,542
+845
404
$1.5M 0.01%
42,304
+245
405
$1.5M 0.01%
3,434
+317
406
$1.49M 0.01%
33,418
+4,954
407
$1.49M 0.01%
14,290
+2,166
408
$1.49M 0.01%
16,605
-100
409
$1.44M 0.01%
40,786
+4,808
410
$1.44M 0.01%
18,754
+1,301
411
$1.42M 0.01%
55,367
+21,563
412
$1.4M 0.01%
27,950
413
$1.39M 0.01%
+14,694
414
$1.39M 0.01%
40,473
-3,739
415
$1.38M 0.01%
37,060
+11,667
416
$1.38M 0.01%
+15,462
417
$1.37M 0.01%
48,360
-44,556
418
$1.37M 0.01%
13,420
+356
419
$1.37M 0.01%
36,646
+405
420
$1.37M 0.01%
93,112
-22,858
421
$1.36M 0.01%
22,036
-104
422
$1.36M 0.01%
29,612
-14,928
423
$1.36M 0.01%
15,017
-1,927
424
$1.36M 0.01%
37,008
-36,672
425
$1.35M 0.01%
43,960
+2,931
15 16
17
18 19