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
$13.3B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,344
New
Increased
Reduced
Closed

Top Buys

1
+$264M
2
+$67.2M
3
+$60.6M
4
AAPL icon
Apple
AAPL
+$44.9M
5
NVDA icon
NVIDIA
NVDA
+$43.3M

Top Sells

1
+$46.8M
2
+$46.7M
3
+$40.9M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$25.8M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$23M

Sector Composition

1 Technology 16.5%
2 Financials 4.19%
3 Healthcare 4.08%
4 Consumer Discretionary 3.83%
5 Communication Services 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$73.3M 0.37%
424,902
+36,552
27
$71M 0.35%
121,373
+2,100
28
$69.9M 0.35%
267,261
+33,478
29
$66M 0.33%
334,016
+21,341
30
$65.2M 0.33%
643,783
-117,146
31
$57.6M 0.29%
273,105
-33,296
32
$57.2M 0.29%
141,275
+5,925
33
$56.8M 0.28%
151,266
-59
34
$56.7M 0.28%
1,111,215
-106,593
35
$50M 0.25%
169,378
+835
36
$48.5M 0.24%
950,731
+97,462
37
$48.3M 0.24%
525,906
+32,479
38
$48.2M 0.24%
411,083
+8,871
39
$47.1M 0.23%
891,701
-113,057
40
$46.3M 0.23%
374,327
+14,398
41
$44.9M 0.22%
633,230
+71,350
42
$43.6M 0.22%
49,224
-7,307
43
$43.5M 0.22%
268,450
+16,247
44
$43.4M 0.22%
74,053
+13,227
45
$41.6M 0.21%
271,409
+12,344
46
$41.2M 0.21%
428,657
+10,271
47
$39.4M 0.2%
76,008
+3,607
48
$39M 0.19%
1,620,775
-64,094
49
$38.3M 0.19%
304,985
+9,221
50
$38M 0.19%
+799,813
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