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
426
$1.35M 0.01%
+28,311
427
$1.34M 0.01%
34,551
-9,009
428
$1.33M 0.01%
31,904
+353
429
$1.33M 0.01%
24,284
+436
430
$1.32M 0.01%
9,345
-107
431
$1.32M 0.01%
34,118
-3,215
432
$1.31M 0.01%
25,306
-16,085
433
$1.28M 0.01%
+7,758
434
$1.27M 0.01%
11,277
+4,046
435
$1.27M 0.01%
6,456
+424
436
$1.27M 0.01%
40,709
+3,846
437
$1.26M 0.01%
21,533
-52,814
438
$1.25M 0.01%
18,303
-5,787
439
$1.24M 0.01%
3,042
+914
440
$1.23M 0.01%
23,057
+5,073
441
$1.23M 0.01%
323,864
442
$1.23M 0.01%
12,102
+323
443
$1.23M 0.01%
70,777
+3,938
444
$1.22M 0.01%
12,151
-39,878
445
$1.21M 0.01%
40,404
+14,919
446
$1.2M 0.01%
12,960
+1,861
447
$1.2M 0.01%
4,873
+3,935
448
$1.19M 0.01%
1,451
-658
449
$1.19M 0.01%
18,340
+99
450
$1.19M 0.01%
19,629
+3,450
16 17
18
19 20