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
551
$1.72M 0.01%
30,691
+3,782
552
$1.72M 0.01%
86,482
-88
553
$1.71M 0.01%
6,428
+565
554
$1.7M 0.01%
12,448
+7,736
555
$1.7M 0.01%
9,320
+508
556
$1.7M 0.01%
+25,407
557
$1.66M 0.01%
35,979
+8,409
558
$1.65M 0.01%
+120,000
559
$1.64M 0.01%
10,638
-145
560
$1.64M 0.01%
16,703
+161
561
$1.64M 0.01%
+3,173
562
$1.62M 0.01%
132,003
563
$1.62M 0.01%
21,327
+17,908
564
$1.62M 0.01%
+32,092
565
$1.61M 0.01%
39,097
+5,396
566
$1.6M 0.01%
21,371
+1,095
567
$1.59M 0.01%
18,342
-254
568
$1.58M 0.01%
43,851
+7,869
569
$1.58M 0.01%
16,149
+308
570
$1.57M 0.01%
30,036
-19,508
571
$1.57M 0.01%
22,910
-12,917
572
$1.57M 0.01%
19,509
+130
573
$1.57M 0.01%
26,202
-570
574
$1.56M 0.01%
5,212
+914
575
$1.55M 0.01%
69,046
+8,271
21 22
23
24 25