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
626
$1.05M 0.01%
15,447
+5,866
627
$1.05M 0.01%
13,028
+35
628
$1.05M 0.01%
10,673
+1,837
629
$1.05M 0.01%
8,860
+281
630
$1.05M 0.01%
14,984
+7,345
631
$1.05M 0.01%
13,482
-2,073
632
$1.04M 0.01%
7,475
-251
633
$1.04M 0.01%
4,383
+143
634
$1.04M 0.01%
23,581
-14,552
635
$1.03M 0.01%
19,007
+498
636
$1.03M 0.01%
15,840
-747
637
$1.03M 0.01%
15,894
+7,130
638
$1.03M 0.01%
14,804
-622
639
$1.03M 0.01%
6,880
-54
640
$1.02M 0.01%
+11,625
641
$1.02M 0.01%
38,156
+913
642
$1.02M 0.01%
90,000
643
$1.01M 0.01%
21,060
-1,583
644
$1.01M 0.01%
31,335
-1,565
645
$1.01M 0.01%
34,692
-38,948
646
$1.01M 0.01%
14,197
+5,338
647
$1M 0.01%
72,937
+1,909
648
$1M 0.01%
6,862
+46
649
$1M 0.01%
89,000
650
$997K 0.01%
9,339
+481
24 25
26
27 28