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
501
$1.42M 0.01%
18,436
+3,300
502
$1.41M 0.01%
29,280
-1,213
503
$1.4M 0.01%
9,010
+69
504
$1.39M 0.01%
22,986
+391
505
$1.39M 0.01%
19,436
-5,325
506
$1.39M 0.01%
14,502
+209
507
$1.37M 0.01%
5,298
+503
508
$1.37M 0.01%
22,386
-592
509
$1.37M 0.01%
15,555
-183
510
$1.37M 0.01%
117,100
+500
511
$1.36M 0.01%
824
-60
512
$1.35M 0.01%
7,502
+3,580
513
$1.35M 0.01%
39,716
+7,122
514
$1.35M 0.01%
17,619
+11
515
$1.34M 0.01%
25,334
+2,232
516
$1.34M 0.01%
33,405
+6,306
517
$1.32M 0.01%
22,814
+1,122
518
$1.32M 0.01%
20,020
-313
519
$1.32M 0.01%
3,413
-1,508
520
$1.32M 0.01%
13,955
-1,758
521
$1.31M 0.01%
47,163
+469
522
$1.31M 0.01%
4,131
-17
523
$1.3M 0.01%
18,384
+11,998
524
$1.3M 0.01%
174,085
-4,911
525
$1.29M 0.01%
32,118
-1,158
19 20
21
22 23