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
451
$2.69M 0.01%
23,009
+2,335
452
$2.67M 0.01%
4,208
+1,894
453
$2.67M 0.01%
112,944
-3,968
454
$2.67M 0.01%
1,926
+1,173
455
$2.64M 0.01%
40,198
-12,786
456
$2.63M 0.01%
889,570
457
$2.63M 0.01%
45,992
+3,489
458
$2.61M 0.01%
14,462
-3,465
459
$2.58M 0.01%
7,011
-637
460
$2.57M 0.01%
51,272
-6,494
461
$2.54M 0.01%
43,748
+4,839
462
$2.53M 0.01%
48,097
-15,266
463
$2.49M 0.01%
33,885
-2,036
464
$2.49M 0.01%
93,631
-2,775
465
$2.48M 0.01%
107,454
+18,016
466
$2.48M 0.01%
7,166
+142
467
$2.47M 0.01%
26,655
+22,041
468
$2.46M 0.01%
218,014
+34
469
$2.45M 0.01%
22,506
+4,361
470
$2.42M 0.01%
7,018
+1,036
471
$2.4M 0.01%
31,071
-3,003
472
$2.4M 0.01%
21,122
-2,667
473
$2.4M 0.01%
29,333
+13,468
474
$2.37M 0.01%
5,946
-810
475
$2.36M 0.01%
24,467
+7,808
17 18
19
20 21