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
401
$2.18M 0.01%
58,501
-1,146
402
$2.17M 0.01%
103,115
+9,800
403
$2.15M 0.01%
171,322
-24,651
404
$2.14M 0.01%
106,781
405
$2.14M 0.01%
37,699
+3,558
406
$2.13M 0.01%
7,115
-18,377
407
$2.13M 0.01%
14,406
+3,133
408
$2.1M 0.01%
245,427
-11,145
409
$2.09M 0.01%
10,039
410
$2.09M 0.01%
21,166
+271
411
$2.07M 0.01%
7,656
+1,632
412
$2.06M 0.01%
28,278
-3,932
413
$2.03M 0.01%
1,935
+77
414
$2.03M 0.01%
9,069
+697
415
$2.03M 0.01%
81,669
-3,249
416
$2.01M 0.01%
6,123
+1,397
417
$2M 0.01%
46,297
+3,716
418
$1.99M 0.01%
89,179
-1
419
$1.99M 0.01%
33,262
-1,928
420
$1.99M 0.01%
17,529
-43,690
421
$1.98M 0.01%
93,294
+3,497
422
$1.96M 0.01%
27,251
+108
423
$1.96M 0.01%
185,979
-9,630
424
$1.95M 0.01%
12,864
+2,154
425
$1.95M 0.01%
13,088
+2,277
15 16
17
18 19