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
$8.93B
AUM Growth
+$97.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,147
New
Increased
Reduced
Closed

Top Buys

1
+$250M
2
+$44.7M
3
+$30.3M
4
MSFT icon
Microsoft
MSFT
+$21.3M
5
VT icon
Vanguard Total World Stock ETF
VT
+$20.9M

Top Sells

1
+$64.7M
2
+$33.3M
3
+$27.9M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$22.8M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$21.7M

Sector Composition

1 Technology 12.61%
2 Healthcare 4.07%
3 Financials 3.73%
4 Consumer Discretionary 3.63%
5 Consumer Staples 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$663K 0.01%
15,798
+884
602
$657K 0.01%
1,503
+380
603
$656K 0.01%
6,764
-1,351
604
$655K 0.01%
27,259
+11,275
605
$653K 0.01%
7,358
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606
$653K 0.01%
15,850
-81
607
$649K ﹤0.01%
2,408
+174
608
$642K ﹤0.01%
2,817
+396
609
$642K ﹤0.01%
4,196
+204
610
$637K ﹤0.01%
4,405
-11,905
611
$636K ﹤0.01%
8,143
+1,945
612
$636K ﹤0.01%
732
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613
$633K ﹤0.01%
10,741
-10,766
614
$631K ﹤0.01%
9,674
+1,008
615
$629K ﹤0.01%
10,785
-10
616
$627K ﹤0.01%
6,605
-815
617
$623K ﹤0.01%
3,904
+1,671
618
$623K ﹤0.01%
6,766
-2,097
619
$622K ﹤0.01%
5,659
-3,498
620
$621K ﹤0.01%
2,523
-8,239
621
$620K ﹤0.01%
+12,353
622
$617K ﹤0.01%
4,138
-1,283
623
$617K ﹤0.01%
3,629
+476
624
$611K ﹤0.01%
7,612
+621
625
$610K ﹤0.01%
26,517
+1,519
23 24
25
26 27