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
601
$1.04M 0.01%
65,942
+12,959
602
$1.03M 0.01%
104,327
+2,715
603
$1.03M 0.01%
5,383
+93
604
$1.03M 0.01%
12,134
-6,920
605
$1.03M 0.01%
10,748
-316
606
$1.02M 0.01%
7,726
+895
607
$1.02M 0.01%
9,991
-636
608
$1.02M 0.01%
683
+1
609
$1.01M 0.01%
26,458
+3,330
610
$1.01M 0.01%
32,606
+25,437
611
$1M 0.01%
43,426
+21,291
612
$1M 0.01%
9,942
+202
613
$996K 0.01%
+15,390
614
$988K 0.01%
32,900
-1,956
615
$982K 0.01%
3,863
+886
616
$980K 0.01%
18,350
617
$972K 0.01%
28,082
+10,261
618
$964K 0.01%
90,000
+2,465
619
$960K 0.01%
6,934
-54,893
620
$955K 0.01%
9,139
-470
621
$954K 0.01%
10,829
+162
622
$953K 0.01%
3,314
+456
623
$952K 0.01%
4,240
-33,464
624
$946K 0.01%
3,223
+31
625
$945K 0.01%
18,509
+11,635
23 24
25
26 27