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 icon
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
26
$62.4M 0.35%
388,350
+89,890
27
$62M 0.35%
306,401
+69,900
28
$60.7M 0.34%
119,273
+8,106
29
$57.7M 0.32%
1,217,808
+43,986
30
$57.7M 0.32%
114,406
+10,481
31
$55.2M 0.31%
151,325
+4,757
32
$53.6M 0.3%
312,675
-20,974
33
$51.2M 0.28%
56,531
+16,502
34
$49.7M 0.28%
1,004,758
-48,147
35
$48.4M 0.27%
213,813
-2,957
36
$46.6M 0.26%
135,350
+1,131
37
$46.3M 0.26%
402,212
+64,799
38
$46.3M 0.26%
168,543
-1,684
39
$46.3M 0.26%
233,783
+1,520
40
$43.5M 0.24%
493,427
+13,064
41
$42.3M 0.24%
1,684,869
+35,199
42
$41.5M 0.23%
418,386
+103,723
43
$40.8M 0.23%
359,929
+14,003
44
$40.2M 0.22%
72,401
-7,706
45
$39.6M 0.22%
853,269
-206,801
46
$39.4M 0.22%
46,317
+12,131
47
$37.9M 0.21%
561,880
+41,910
48
$36.9M 0.21%
252,203
+7,348
49
$35.4M 0.2%
149,994
+46,381
50
$35.1M 0.2%
295,764
+15,933
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