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
401
$3.35M 0.02%
17,814
+3,778
402
$3.34M 0.02%
4,091
+1,666
403
$3.3M 0.01%
130,128
+35,147
404
$3.29M 0.01%
313,710
-36,001
405
$3.29M 0.01%
22,914
+1,870
406
$3.29M 0.01%
125,428
-10,877
407
$3.28M 0.01%
90,277
-81,491
408
$3.26M 0.01%
74,813
-304
409
$3.25M 0.01%
21,256
+351
410
$3.22M 0.01%
401,233
411
$3.17M 0.01%
37,746
+3,303
412
$3.15M 0.01%
12,980
+4,722
413
$3.15M 0.01%
21,125
-1,394
414
$3.14M 0.01%
32,106
+16,384
415
$3.14M 0.01%
10,117
+13
416
$3.13M 0.01%
28,021
+12,586
417
$3.12M 0.01%
62,157
-22,478
418
$3.11M 0.01%
12,031
+7,166
419
$3.1M 0.01%
18,689
+2,781
420
$3.09M 0.01%
12,532
+98
421
$3.09M 0.01%
42,911
-1,486
422
$3.06M 0.01%
33,365
-4,434
423
$3.05M 0.01%
150,848
+14,459
424
$3M 0.01%
51,055
-408
425
$2.99M 0.01%
12,339
+1,692
15 16
17
18 19