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
501
$2.13M 0.01%
8,047
+1,409
502
$2.13M 0.01%
14,075
-484
503
$2.12M 0.01%
4,951
+858
504
$2.07M 0.01%
17,237
+846
505
$2.07M 0.01%
7,779
+339
506
$2.06M 0.01%
17,577
+1,745
507
$2.03M 0.01%
16,064
+8,270
508
$2.01M 0.01%
12,560
-2,952
509
$2.01M 0.01%
11,067
-2,022
510
$2M 0.01%
3,496
+1,520
511
$1.97M 0.01%
11,223
+78
512
$1.96M 0.01%
40,883
+683
513
$1.96M 0.01%
6,353
+714
514
$1.96M 0.01%
270
+14
515
$1.94M 0.01%
160,516
+6,100
516
$1.94M 0.01%
31,850
-1,169
517
$1.9M 0.01%
233,467
518
$1.9M 0.01%
37,424
+2,144
519
$1.89M 0.01%
26,428
+1,508
520
$1.88M 0.01%
15,743
+899
521
$1.88M 0.01%
12,917
-6,664
522
$1.88M 0.01%
56,944
+5
523
$1.87M 0.01%
+76,837
524
$1.87M 0.01%
14,891
-2,659
525
$1.87M 0.01%
63,522
+8,949
19 20
21
22 23