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
476
$1.05M 0.01%
50,495
+39,054
477
$1.05M 0.01%
37,129
478
$1.05M 0.01%
15,455
+327
479
$1.05M 0.01%
27,666
+820
480
$1.04M 0.01%
3,221
+196
481
$1.04M 0.01%
39,895
+12,535
482
$1.04M 0.01%
2,691
+131
483
$1.04M 0.01%
5,791
+2,956
484
$1.04M 0.01%
20,576
+10,355
485
$1.03M 0.01%
6,488
-3,953
486
$1.03M 0.01%
9,141
-27,420
487
$1.03M 0.01%
5,734
+994
488
$1.01M 0.01%
5,004
+198
489
$1.01M 0.01%
119,593
+55,855
490
$1.01M 0.01%
13,510
+1,083
491
$1.01M 0.01%
+14,686
492
$1.01M 0.01%
24,492
-86,608
493
$1M 0.01%
10,093
494
$1M 0.01%
5,012
+254
495
$1,000K 0.01%
56,146
+6,844
496
$993K 0.01%
4,429
+188
497
$992K 0.01%
8,254
-8,252
498
$982K 0.01%
7,501
+831
499
$980K 0.01%
6,843
+30
500
$976K 0.01%
8,648
+162
18 19
20
21 22