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
626
$1.32M 0.01%
+32,725
627
$1.31M 0.01%
14,423
+1,175
628
$1.3M 0.01%
2,364
+1,818
629
$1.3M 0.01%
22,913
+5,606
630
$1.28M 0.01%
32,524
+8,592
631
$1.28M 0.01%
6,853
+1,176
632
$1.28M 0.01%
102,622
+4,000
633
$1.27M 0.01%
12,428
-1,990
634
$1.27M 0.01%
+15,517
635
$1.26M 0.01%
18,460
+3,365
636
$1.26M 0.01%
107,715
+14,472
637
$1.26M 0.01%
23,018
+7,433
638
$1.25M 0.01%
16,808
-787
639
$1.25M 0.01%
25,075
-1,639
640
$1.25M 0.01%
53,583
-3,059
641
$1.25M 0.01%
19,508
-1,691
642
$1.25M 0.01%
16,878
-1
643
$1.25M 0.01%
22,206
+16,332
644
$1.25M 0.01%
122,263
645
$1.25M 0.01%
74,380
+4,512
646
$1.24M 0.01%
5,947
+1,686
647
$1.24M 0.01%
10,802
-2,735
648
$1.24M 0.01%
11,324
+688
649
$1.24M 0.01%
23,794
+17
650
$1.23M 0.01%
2,471
-290
24 25
26
27 28