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
626
$604K ﹤0.01%
17,357
-40,148
627
$601K ﹤0.01%
22,574
+9,018
628
$599K ﹤0.01%
4,152
+1,141
629
$594K ﹤0.01%
+5,688
630
$592K ﹤0.01%
11,978
-576
631
$589K ﹤0.01%
+22,192
632
$587K ﹤0.01%
8,623
+489
633
$584K ﹤0.01%
4,416
-714
634
$583K ﹤0.01%
3,573
-122
635
$579K ﹤0.01%
10,883
+1,392
636
$578K ﹤0.01%
19,039
-1,387
637
$577K ﹤0.01%
14,597
+4,637
638
$577K ﹤0.01%
11,428
-13,696
639
$573K ﹤0.01%
11,711
+185
640
$572K ﹤0.01%
+4,696
641
$572K ﹤0.01%
+74,900
642
$571K ﹤0.01%
2,165
+59
643
$570K ﹤0.01%
23,297
-776
644
$568K ﹤0.01%
8,975
+596
645
$567K ﹤0.01%
4,328
-8,538
646
$567K ﹤0.01%
9,905
+1,903
647
$564K ﹤0.01%
4,568
+1,050
648
$564K ﹤0.01%
7,021
+1,091
649
$563K ﹤0.01%
8,872
+4,888
650
$553K ﹤0.01%
27,529
+6,639
24 25
26
27 28