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
401
$2.38M 0.01%
48,730
+2,433
402
$2.37M 0.01%
23,585
-422
403
$2.35M 0.01%
44,670
-23,067
404
$2.35M 0.01%
61,721
-837
405
$2.34M 0.01%
36,010
+337
406
$2.34M 0.01%
9,412
-882
407
$2.32M 0.01%
222,131
+191,295
408
$2.31M 0.01%
20,632
-534
409
$2.31M 0.01%
51,505
-163,633
410
$2.3M 0.01%
7,109
-6
411
$2.3M 0.01%
244,627
-800
412
$2.26M 0.01%
107,832
+1,051
413
$2.25M 0.01%
16,104
+4,854
414
$2.24M 0.01%
67,393
+20,332
415
$2.22M 0.01%
2,113
+178
416
$2.22M 0.01%
11,354
+1,719
417
$2.19M 0.01%
61,430
+11,660
418
$2.19M 0.01%
28,148
+8,073
419
$2.14M 0.01%
16,411
-3,762
420
$2.12M 0.01%
29,619
+2,649
421
$2.1M 0.01%
10,456
+1,690
422
$2.09M 0.01%
138,048
+72,106
423
$2.07M 0.01%
21,423
-291
424
$2.05M 0.01%
34,366
-3,333
425
$2.04M 0.01%
21,287
+250
15 16
17
18 19