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
$17B
AUM Growth
+$956M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,443
New
Increased
Reduced
Closed

Top Buys

1
+$910M
2
+$561M
3
+$94.7M
4
AAPL icon
Apple
AAPL
+$81.6M
5
MSFT icon
Microsoft
MSFT
+$77.5M

Top Sells

1
+$158M
2
+$75M
3
+$59M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$46.5M
5
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$46.2M

Sector Composition

1 Technology 15.16%
2 Financials 4.97%
3 Healthcare 3.8%
4 Consumer Discretionary 3.5%
5 Communication Services 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1.44M 0.01%
+52,679
602
$1.41M 0.01%
22,355
+2,315
603
$1.41M 0.01%
17,794
+29
604
$1.41M 0.01%
21,846
-509
605
$1.4M 0.01%
22,001
-103
606
$1.4M 0.01%
83,694
-4,081
607
$1.4M 0.01%
65,000
+17,500
608
$1.39M 0.01%
67,200
+18,000
609
$1.39M 0.01%
55,088
-9,691
610
$1.39M 0.01%
20,496
+2,472
611
$1.39M 0.01%
+14,983
612
$1.38M 0.01%
15,781
+49
613
$1.38M 0.01%
45,808
+20,589
614
$1.36M 0.01%
13,928
+920
615
$1.35M 0.01%
16,561
+1,189
616
$1.35M 0.01%
13,193
+644
617
$1.35M 0.01%
27,225
-582
618
$1.34M 0.01%
37,991
-2,071
619
$1.34M 0.01%
14,322
-5,973
620
$1.34M 0.01%
186,914
-3,700
621
$1.34M 0.01%
35,846
+6,199
622
$1.34M 0.01%
5,269
-708
623
$1.34M 0.01%
58,900
624
$1.33M 0.01%
5,686
+4,247
625
$1.32M 0.01%
3,154
+2,004
23 24
25
26 27