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
551
$1.19M 0.01%
4,794
-809
552
$1.18M 0.01%
8,579
+5,003
553
$1.18M 0.01%
+73,194
554
$1.18M 0.01%
54,944
+5,137
555
$1.18M 0.01%
24,229
-9,803
556
$1.18M 0.01%
+12,698
557
$1.17M 0.01%
11,857
-165
558
$1.16M 0.01%
36,043
+5,300
559
$1.16M 0.01%
170,591
+6,712
560
$1.16M 0.01%
16,918
-1,824
561
$1.15M 0.01%
13,106
+2,149
562
$1.15M 0.01%
5,087
+268
563
$1.14M 0.01%
24,359
-1,168
564
$1.14M 0.01%
20,042
+4,529
565
$1.14M 0.01%
101,042
-31,800
566
$1.13M 0.01%
12,051
+2,289
567
$1.13M 0.01%
24,397
-242
568
$1.12M 0.01%
52,765
+4,295
569
$1.12M 0.01%
6,715
+456
570
$1.12M 0.01%
17,670
+3,197
571
$1.12M 0.01%
4,958
-480
572
$1.11M 0.01%
62,017
-964
573
$1.11M 0.01%
16,682
+2,890
574
$1.11M 0.01%
20,994
-12,009
575
$1.11M 0.01%
7,329
+347
21 22
23
24 25