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
526
$1.46M 0.01%
64,297
-16,234
527
$1.45M 0.01%
28,198
-1,082
528
$1.45M 0.01%
18,711
+514
529
$1.44M 0.01%
23,263
+2,269
530
$1.44M 0.01%
70,333
+2,554
531
$1.43M 0.01%
17,800
-4,398
532
$1.43M 0.01%
21,988
-398
533
$1.42M 0.01%
80,666
-2,035
534
$1.42M 0.01%
31,173
+1,536
535
$1.41M 0.01%
9,866
+108
536
$1.41M 0.01%
10,983
+698
537
$1.41M 0.01%
17,085
-1,299
538
$1.39M 0.01%
22,378
+2,014
539
$1.39M 0.01%
10,584
+1,033
540
$1.39M 0.01%
22,939
+15,307
541
$1.38M 0.01%
45,543
+1,733
542
$1.37M 0.01%
36,757
+18,590
543
$1.37M 0.01%
166,320
-7,765
544
$1.37M 0.01%
7,940
-39,535
545
$1.37M 0.01%
2,971
+1,294
546
$1.35M 0.01%
4,542
+679
547
$1.35M 0.01%
13,991
+1,940
548
$1.35M 0.01%
56,642
-6,952
549
$1.34M 0.01%
16,179
-1,440
550
$1.33M 0.01%
8,106
-21
20 21
22
23 24