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
501
$969K 0.01%
21,703
-2,315
502
$960K 0.01%
757
-278
503
$958K 0.01%
6,273
-1,461
504
$958K 0.01%
16,534
-1,570
505
$956K 0.01%
10,493
-322
506
$955K 0.01%
10,578
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507
$950K 0.01%
18,420
+1,834
508
$949K 0.01%
16,211
+300
509
$938K 0.01%
12,628
-890
510
$937K 0.01%
3,443
+2
511
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6,703
-907
512
$931K 0.01%
38,475
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513
$927K 0.01%
21,129
-2,109
514
$924K 0.01%
156,035
+4,102
515
$920K 0.01%
38,330
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516
$918K 0.01%
6,215
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517
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23,500
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518
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22,103
-24
519
$904K 0.01%
122,859
-47,590
520
$900K 0.01%
21,901
+266
521
$896K 0.01%
113,237
-147
522
$887K 0.01%
28,580
+13,485
523
$882K 0.01%
4,525
-673
524
$875K 0.01%
17,936
+679
525
$870K 0.01%
7,086
+975
19 20
21
22 23