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
426
$2.01M 0.01%
12,078
-450
427
$2.01M 0.01%
89,029
+10,775
428
$2.01M 0.01%
76,381
-39,156
429
$2M 0.01%
185,979
430
$2M 0.01%
891,035
+51,465
431
$1.98M 0.01%
57,701
+3,065
432
$1.98M 0.01%
42,590
433
$1.96M 0.01%
4,367
+954
434
$1.96M 0.01%
119,943
+23,940
435
$1.94M 0.01%
10,503
+1,493
436
$1.93M 0.01%
939
+115
437
$1.93M 0.01%
22,138
-5,113
438
$1.92M 0.01%
71,526
-10,143
439
$1.91M 0.01%
86,061
-7,233
440
$1.9M 0.01%
44,405
-15,967
441
$1.9M 0.01%
5,492
+2,269
442
$1.89M 0.01%
7,892
+236
443
$1.89M 0.01%
72,556
-19,828
444
$1.89M 0.01%
23,478
+723
445
$1.89M 0.01%
52,066
-432
446
$1.89M 0.01%
239,053
-900
447
$1.88M 0.01%
39,942
+2
448
$1.88M 0.01%
41,062
+7,657
449
$1.88M 0.01%
113,274
+5,894
450
$1.86M 0.01%
43,575
+6,829
16 17
18
19 20