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
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
476
$2.33M 0.01%
48,164
-1,866
477
$2.33M 0.01%
23,498
+5,864
478
$2.33M 0.01%
16,096
+11,214
479
$2.32M 0.01%
31,979
+12,337
480
$2.32M 0.01%
74,683
+1,119
481
$2.31M 0.01%
49,016
-4,622
482
$2.3M 0.01%
69,788
-12,228
483
$2.3M 0.01%
4,935
+3,095
484
$2.3M 0.01%
112,732
+4,900
485
$2.27M 0.01%
101,863
-29,033
486
$2.24M 0.01%
5,154
+805
487
$2.23M 0.01%
9,590
-1,660
488
$2.22M 0.01%
47,320
-8,752
489
$2.21M 0.01%
28,273
+14,659
490
$2.21M 0.01%
70,156
+2,698
491
$2.21M 0.01%
2,235
-215
492
$2.19M 0.01%
31,120
-32,622
493
$2.19M 0.01%
12,195
+618
494
$2.18M 0.01%
323,986
-34
495
$2.17M 0.01%
79,779
496
$2.16M 0.01%
31,952
-6,786
497
$2.16M 0.01%
22,185
+11,999
498
$2.16M 0.01%
46,023
+7,392
499
$2.15M 0.01%
36,041
-4,981
500
$2.13M 0.01%
35,300
-2,022
18 19
20
21 22