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
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
426
$1.95M 0.01%
52,498
427
$1.94M 0.01%
41,445
+131
428
$1.94M 0.01%
39,940
+9
429
$1.94M 0.01%
+42,590
430
$1.93M 0.01%
21,037
+8,587
431
$1.92M 0.01%
47,782
+11,106
432
$1.91M 0.01%
16,531
+4,482
433
$1.91M 0.01%
12,528
+1,148
434
$1.89M 0.01%
26,970
-4,610
435
$1.88M 0.01%
38,369
-2,333
436
$1.88M 0.01%
31,424
+88
437
$1.88M 0.01%
246,312
438
$1.87M 0.01%
56,052
+5,782
439
$1.86M 0.01%
78,952
+40,620
440
$1.85M 0.01%
10,556
+2,808
441
$1.84M 0.01%
49,662
+41,617
442
$1.84M 0.01%
107,380
+47,105
443
$1.81M 0.01%
96,003
+4,292
444
$1.8M 0.01%
8,680
+1,008
445
$1.78M 0.01%
239,953
-12,850
446
$1.78M 0.01%
1,970
-659
447
$1.78M 0.01%
80,531
+10,189
448
$1.77M 0.01%
248,287
+33,893
449
$1.76M 0.01%
54,636
-1,410
450
$1.73M 0.01%
32,810
+1,546
16 17
18
19 20