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
601
$1.15M 0.01%
+48,126
602
$1.15M 0.01%
6,693
-22
603
$1.14M 0.01%
20,161
-18,208
604
$1.14M 0.01%
61,279
-738
605
$1.13M 0.01%
11,738
-119
606
$1.12M 0.01%
21,921
-1,130
607
$1.12M 0.01%
18,430
+5,921
608
$1.12M 0.01%
36,736
+15
609
$1.12M 0.01%
11,414
-2,541
610
$1.12M 0.01%
28,511
-2,407
611
$1.11M 0.01%
14,108
-1,479
612
$1.11M 0.01%
6,953
-1,051
613
$1.1M 0.01%
27,217
-865
614
$1.1M 0.01%
82,293
+25,995
615
$1.1M 0.01%
34,642
+9,801
616
$1.1M 0.01%
5,228
+267
617
$1.1M 0.01%
18,636
+3,609
618
$1.09M 0.01%
104,327
619
$1.08M 0.01%
9,935
-4,586
620
$1.08M 0.01%
10,562
-73,586
621
$1.08M 0.01%
9,647
-295
622
$1.08M 0.01%
13,747
-550
623
$1.07M 0.01%
2,447
+192
624
$1.07M 0.01%
184,967
-2,000
625
$1.06M 0.01%
4,818
-40,721
23 24
25
26 27