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
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
476
$1.56M 0.01%
19,169
-1,059
477
$1.56M 0.01%
7,259
+134
478
$1.55M 0.01%
7,376
-78
479
$1.55M 0.01%
43,953
+612
480
$1.55M 0.01%
19,377
-2,888
481
$1.55M 0.01%
123,469
-57,882
482
$1.54M 0.01%
15,674
+7,065
483
$1.52M 0.01%
47,061
+16,442
484
$1.51M 0.01%
+8,825
485
$1.5M 0.01%
14,128
-400
486
$1.5M 0.01%
82,701
+1,244
487
$1.49M 0.01%
23,544
+1,236
488
$1.49M 0.01%
11,250
+3,573
489
$1.49M 0.01%
16,942
+6,272
490
$1.48M 0.01%
94,284
+24,272
491
$1.48M 0.01%
20,529
+2,555
492
$1.47M 0.01%
63,594
+5,143
493
$1.47M 0.01%
13,693
+1,387
494
$1.47M 0.01%
30,918
+6,098
495
$1.45M 0.01%
18,424
+14,793
496
$1.44M 0.01%
67,779
+3,726
497
$1.44M 0.01%
22,755
+2,111
498
$1.43M 0.01%
132,553
-8,610
499
$1.43M 0.01%
+19,748
500
$1.43M 0.01%
36,746
+10,890
18 19
20
21 22