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
$13.3B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,344
New
Increased
Reduced
Closed

Top Buys

1
+$264M
2
+$67.2M
3
+$60.6M
4
AAPL icon
Apple
AAPL
+$44.9M
5
NVDA icon
NVIDIA
NVDA
+$43.3M

Top Sells

1
+$46.8M
2
+$46.7M
3
+$40.9M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$25.8M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$23M

Sector Composition

1 Technology 16.5%
2 Financials 4.19%
3 Healthcare 4.08%
4 Consumer Discretionary 3.83%
5 Communication Services 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1.55M 0.01%
4,259
+945
502
$1.55M 0.01%
23,690
+16,230
503
$1.54M 0.01%
11,663
-6,051
504
$1.54M 0.01%
27,814
+3,787
505
$1.54M 0.01%
46,753
-6,657
506
$1.53M 0.01%
25,805
-25,477
507
$1.53M 0.01%
20,040
+292
508
$1.53M 0.01%
14,765
+4,349
509
$1.52M 0.01%
10,944
+8,466
510
$1.51M 0.01%
14,742
+1,636
511
$1.51M 0.01%
5,390
-2,220
512
$1.51M 0.01%
20,568
-1,130
513
$1.51M 0.01%
33,469
-3,992
514
$1.5M 0.01%
62,834
+19,408
515
$1.5M 0.01%
22,686
+2,157
516
$1.49M 0.01%
12,492
-4,039
517
$1.49M 0.01%
22,258
+17,940
518
$1.48M 0.01%
27,264
-28,848
519
$1.48M 0.01%
29,492
+5,263
520
$1.48M 0.01%
32,504
-8,595
521
$1.47M 0.01%
57,490
+24,233
522
$1.47M 0.01%
14,417
-85
523
$1.47M 0.01%
131,653
-900
524
$1.46M 0.01%
13,210
-2,464
525
$1.46M 0.01%
14,926
+3,088
19 20
21
22 23