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
551
$1.33M 0.01%
26,183
+1,824
552
$1.32M 0.01%
419
+9
553
$1.32M 0.01%
25,266
+3,649
554
$1.32M 0.01%
9,428
+842
555
$1.32M 0.01%
8,744
+411
556
$1.32M 0.01%
17,130
+1,620
557
$1.31M 0.01%
4,625
-129
558
$1.31M 0.01%
84,169
-5
559
$1.29M 0.01%
11,791
+243
560
$1.29M 0.01%
15,324
-1,358
561
$1.29M 0.01%
33,340
-25,161
562
$1.28M 0.01%
15,332
+1,209
563
$1.28M 0.01%
50,333
+24,440
564
$1.27M 0.01%
4,599
-195
565
$1.27M 0.01%
36,050
+7
566
$1.26M 0.01%
224,264
+123,862
567
$1.26M 0.01%
25,837
-27,369
568
$1.26M 0.01%
883
+233
569
$1.26M 0.01%
5,051
-36
570
$1.25M 0.01%
3,873
-57
571
$1.25M 0.01%
26,384
+7,816
572
$1.24M 0.01%
17,836
-449
573
$1.24M 0.01%
63,166
+19,602
574
$1.24M 0.01%
638
-45
575
$1.23M 0.01%
6,132
-441
21 22
23
24 25