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 icon
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
26
$104M 0.47%
667,456
+23,307
27
$103M 0.47%
421,850
+84,662
28
$103M 0.46%
5,048,205
-174,549
29
$101M 0.45%
1,787,506
+78,816
30
$98.5M 0.44%
588,535
+126,526
31
$93.4M 0.42%
294,156
+27,206
32
$88.3M 0.4%
168,670
+20,810
33
$85.2M 0.38%
1,036,229
+80,175
34
$80.5M 0.36%
946,496
+39,660
35
$80.3M 0.36%
383,182
+36,539
36
$76.3M 0.34%
1,515,292
+7,852
37
$76.1M 0.34%
92,200
+29,548
38
$75.3M 0.34%
208,405
+4,003
39
$74.3M 0.33%
625,040
+164,563
40
$72.8M 0.33%
280,890
+40,067
41
$71.7M 0.32%
768,570
+83,930
42
$69.7M 0.31%
241,739
+6,006
43
$69.1M 0.31%
+4,163,476
44
$68.1M 0.31%
1,332,123
+178,229
45
$67.6M 0.3%
2,698,795
+226,566
46
– –
0
47
– –
0
48
– –
0
49
$64.1M 0.29%
67,759
+25,364
50
$63.4M 0.29%
173,044
+21,733
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