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
651
$877K ﹤0.01%
17,941
-8,876
652
$875K ﹤0.01%
12,232
-9,399
653
$875K ﹤0.01%
2,255
+223
654
$870K ﹤0.01%
7,423
+1,113
655
$868K ﹤0.01%
4,102
+22
656
$864K ﹤0.01%
16,135
-525
657
$861K ﹤0.01%
12,411
+60
658
$860K ﹤0.01%
6,956
+62
659
$856K ﹤0.01%
8,858
-68
660
$852K ﹤0.01%
56,298
+7,932
661
$851K ﹤0.01%
8,085
+3,013
662
$850K ﹤0.01%
13,865
-1,694
663
$843K ﹤0.01%
12,625
-497
664
$843K ﹤0.01%
5,776
+24
665
$842K ﹤0.01%
107,189
-12,615
666
$842K ﹤0.01%
5,598
+686
667
$842K ﹤0.01%
33,257
+176
668
$838K ﹤0.01%
20,588
+6,273
669
$838K ﹤0.01%
+16,564
670
$836K ﹤0.01%
8,790
-13,749
671
$836K ﹤0.01%
76,595
-57,360
672
$833K ﹤0.01%
10,561
+459
673
$830K ﹤0.01%
650
+114
674
$827K ﹤0.01%
20,800
-626
675
$827K ﹤0.01%
16,872
+6,118
25 26
27
28 29