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
626
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16,587
+147
627
$942K 0.01%
111,042
-85,460
628
$941K 0.01%
10,416
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629
$939K 0.01%
89,000
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630
$936K 0.01%
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631
$935K 0.01%
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$912K 0.01%
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637
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638
$903K 0.01%
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6,898
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640
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643
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49,330
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$895K 0.01%
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645
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39,528
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646
$891K 0.01%
43,564
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647
$884K ﹤0.01%
21,292
+5,147
648
$883K ﹤0.01%
+4,702
649
$881K ﹤0.01%
33,645
-6,186
650
$880K ﹤0.01%
6,816
-241
24 25
26
27 28