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
426
$2.98M 0.01%
43,828
+14,253
427
$2.98M 0.01%
47,766
-109
428
$2.98M 0.01%
46,938
+23,844
429
$2.97M 0.01%
28,991
-1,072
430
$2.96M 0.01%
31,027
-14,464
431
$2.95M 0.01%
27,706
-8,252
432
$2.93M 0.01%
8,684
+570
433
$2.92M 0.01%
21,455
+13,675
434
$2.91M 0.01%
34,949
+14,476
435
$2.9M 0.01%
48,546
+9,028
436
$2.9M 0.01%
+73,455
437
$2.9M 0.01%
193,308
+6,173
438
$2.89M 0.01%
33,259
+6,971
439
$2.88M 0.01%
29,543
-3,304
440
$2.88M 0.01%
110,406
+2
441
$2.87M 0.01%
6,818
-6,119
442
$2.87M 0.01%
70,321
+12,010
443
$2.84M 0.01%
28,181
+5,083
444
$2.83M 0.01%
53,105
+2,178
445
$2.83M 0.01%
142,581
+98,879
446
$2.8M 0.01%
131,945
+3,227
447
$2.79M 0.01%
38,053
+10,493
448
$2.77M 0.01%
19,031
+1,704
449
$2.75M 0.01%
42,157
+12,466
450
$2.72M 0.01%
43,780
+266
16 17
18
19 20