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
576
$1.23M 0.01%
21,296
+4,424
577
$1.23M 0.01%
173,280
+2,689
578
$1.23M 0.01%
31,824
+11,024
579
$1.22M 0.01%
5,543
-6
580
$1.22M 0.01%
16,614
-304
581
$1.22M 0.01%
59,249
+29,379
582
$1.21M 0.01%
87,895
+17,307
583
$1.2M 0.01%
+17,893
584
$1.19M 0.01%
5,532
+92
585
$1.19M 0.01%
17,694
+165
586
$1.18M 0.01%
12,389
+1,560
587
$1.18M 0.01%
38,814
+59
588
$1.17M 0.01%
52,765
589
$1.17M 0.01%
4,136
-1,163
590
$1.17M 0.01%
4,127
-4
591
$1.17M 0.01%
24,716
+717
592
$1.17M 0.01%
118,397
-3,500
593
$1.17M 0.01%
5,190
+232
594
$1.17M 0.01%
50,554
+14,163
595
$1.17M 0.01%
6,949
-380
596
$1.16M 0.01%
13,865
-5,512
597
$1.16M 0.01%
10,379
-369
598
$1.16M 0.01%
7,361
599
$1.15M 0.01%
6,349
-95
600
$1.15M 0.01%
99,942
-1,100
22 23
24
25 26