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
26
$51.3M 0.39%
550,742
+224,332
27
$51.3M 0.39%
1,220,186
+151,805
28
$50.9M 0.39%
145,269
+2,616
29
$46.1M 0.35%
281,098
-12,264
30
$42.9M 0.33%
1,006,921
+32,373
31
$39.4M 0.3%
271,459
+45,715
32
$38.6M 0.29%
2,053,379
+44,371
33
$37M 0.28%
247,890
-63,114
34
$36.9M 0.28%
138,776
+20,207
35
$36.7M 0.28%
173,158
-764
36
$36.5M 0.28%
101,747
+23,455
37
$36.3M 0.28%
120,068
+1,986
38
$34.8M 0.26%
418,670
+10,490
39
$34.5M 0.26%
1,384,692
-164,973
40
$34M 0.26%
289,190
-69,268
41
$32.9M 0.25%
64,593
+4,777
42
$32.4M 0.25%
208,136
+9,249
43
$31M 0.24%
433,289
-58,900
44
$30.9M 0.24%
641,834
-93,960
45
$28.8M 0.22%
95,955
-1,170
46
$27.7M 0.21%
120,241
+2,164
47
$27.1M 0.21%
267,080
+17,423
48
$26.9M 0.2%
158,662
+7,952
49
$26M 0.2%
553,648
+152,911
50
$25.8M 0.2%
249,311
-22,539
1
2
3 4 5