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
451
$1.19M 0.01%
5,049
+760
452
$1.19M 0.01%
46,143
+5,161
453
$1.18M 0.01%
19,701
+11,596
454
$1.18M 0.01%
12,640
+840
455
$1.18M 0.01%
24,579
+9,975
456
$1.17M 0.01%
11,695
-2,911
457
$1.17M 0.01%
11,014
-1,175
458
$1.17M 0.01%
14,823
+11,027
459
$1.17M 0.01%
5,136
+802
460
$1.16M 0.01%
23,568
-433
461
$1.16M 0.01%
11,240
+1,477
462
$1.14M 0.01%
22,571
-1,981
463
$1.13M 0.01%
34,365
-3,850
464
$1.12M 0.01%
+13,212
465
$1.12M 0.01%
5,558
+249
466
$1.11M 0.01%
4,755
+803
467
$1.11M 0.01%
26,059
-294
468
$1.11M 0.01%
69,131
+1,423
469
$1.11M 0.01%
21,946
-201,691
470
$1.11M 0.01%
15,961
-2,217
471
$1.09M 0.01%
7,043
+214
472
$1.09M 0.01%
11,834
+11
473
$1.08M 0.01%
10,033
-936
474
$1.08M 0.01%
13,861
-1,207
475
$1.06M 0.01%
30,433
-359
17 18
19
20 21