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
526
$1.29M 0.01%
38,364
+4,182
527
$1.29M 0.01%
8,004
+378
528
$1.29M 0.01%
48,743
-783
529
$1.28M 0.01%
22,955
-908
530
$1.26M 0.01%
24,027
+1,199
531
$1.26M 0.01%
11,665
-687
532
$1.25M 0.01%
4,754
+267
533
$1.24M 0.01%
3,930
-1,981
534
$1.23M 0.01%
29,637
+22,383
535
$1.23M 0.01%
18,155
+1,975
536
$1.22M 0.01%
5,299
-81
537
$1.22M 0.01%
410
-34
538
$1.22M 0.01%
18,197
+169
539
$1.21M 0.01%
43,810
-575
540
$1.21M 0.01%
8,333
+402
541
$1.21M 0.01%
84,174
-13,613
542
$1.21M 0.01%
6,573
-157
543
$1.21M 0.01%
23,684
+705
544
$1.2M 0.01%
11,548
+1,678
545
$1.2M 0.01%
20,364
+4,996
546
$1.2M 0.01%
8,586
+214
547
$1.2M 0.01%
15,587
-5,281
548
$1.19M 0.01%
53,789
549
$1.19M 0.01%
9,551
+6,771
550
$1.19M 0.01%
8,127
20 21
22
23 24