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
651
$551K ﹤0.01%
4,987
+4
652
$546K ﹤0.01%
8,029
+617
653
$546K ﹤0.01%
12,191
-1,241
654
$538K ﹤0.01%
9,533
+161
655
$538K ﹤0.01%
6,209
+298
656
$534K ﹤0.01%
3,828
+101
657
$527K ﹤0.01%
6,200
+551
658
$526K ﹤0.01%
4,818
-294
659
$523K ﹤0.01%
720
+69
660
$519K ﹤0.01%
12,375
+1,057
661
$519K ﹤0.01%
7,202
+112
662
$518K ﹤0.01%
20,512
+9,290
663
$515K ﹤0.01%
5,893
664
$514K ﹤0.01%
13,940
+6,178
665
$513K ﹤0.01%
13,807
+1,126
666
$509K ﹤0.01%
30,615
+88
667
$509K ﹤0.01%
5,085
+2,125
668
$508K ﹤0.01%
9,846
+1
669
$507K ﹤0.01%
1,662
+273
670
$506K ﹤0.01%
9,051
+300
671
$504K ﹤0.01%
26,707
+48
672
$501K ﹤0.01%
7,207
-323
673
$501K ﹤0.01%
+51,718
674
$496K ﹤0.01%
2,523
+237
675
$495K ﹤0.01%
29,865
+6,797
25 26
27
28 29