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
451
$1.72M 0.01%
78,254
+24,009
452
$1.71M 0.01%
22,198
+276
453
$1.7M 0.01%
14,749
+1,378
454
$1.7M 0.01%
8,766
+3,677
455
$1.67M 0.01%
41,099
+2,408
456
$1.67M 0.01%
14,521
-1,324
457
$1.67M 0.01%
9,635
-36,195
458
$1.66M 0.01%
133,686
-6,682
459
$1.64M 0.01%
2,760
-11,899
460
$1.62M 0.01%
121,829
-10,364
461
$1.61M 0.01%
+53,410
462
$1.61M 0.01%
17,444
+1,559
463
$1.61M 0.01%
21,698
+1,776
464
$1.61M 0.01%
31,074
+183
465
$1.6M 0.01%
70,617
466
$1.6M 0.01%
29,149
+645
467
$1.59M 0.01%
37,397
+5,186
468
$1.59M 0.01%
10,884
-89
469
$1.58M 0.01%
91,479
-132
470
$1.58M 0.01%
20,472
-1,442
471
$1.58M 0.01%
39,050
472
$1.57M 0.01%
20,075
+5,725
473
$1.57M 0.01%
38,133
-1,408
474
$1.56M 0.01%
37,461
-32,682
475
$1.56M 0.01%
49,770
+3,690
17 18
19
20 21