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
576
$1.1M 0.01%
71,028
+6,612
577
$1.1M 0.01%
22,643
-267
578
$1.1M 0.01%
23,999
-427
579
$1.09M 0.01%
15,510
+1,215
580
$1.09M 0.01%
5,549
+495
581
$1.09M 0.01%
7,361
-1
582
$1.08M 0.01%
9,121
-4,259
583
$1.08M 0.01%
14,123
-90,156
584
$1.08M 0.01%
38,755
+119
585
$1.08M 0.01%
21,617
+1,532
586
$1.08M 0.01%
12,993
+1,154
587
$1.08M 0.01%
5,440
-302
588
$1.07M 0.01%
10,285
+953
589
$1.07M 0.01%
14,297
-2,945
590
$1.07M 0.01%
37,243
-271,284
591
$1.06M 0.01%
9,758
-734
592
$1.06M 0.01%
121,897
593
$1.06M 0.01%
46,394
-3,814
594
$1.06M 0.01%
31,380
+1,774
595
$1.05M 0.01%
5,167
-34,104
596
$1.05M 0.01%
186,967
+1,999
597
$1.05M 0.01%
23,051
-2,458
598
$1.04M 0.01%
4,961
-198
599
$1.04M 0.01%
18,285
-1,591
600
$1.04M 0.01%
36,721
-2,174
22 23
24
25 26