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
651
$997K 0.01%
18,350
652
$989K ﹤0.01%
41,612
-4,782
653
$986K ﹤0.01%
100,638
+50,433
654
$984K ﹤0.01%
11,255
+254
655
$982K ﹤0.01%
19,589
+14,683
656
$980K ﹤0.01%
23,576
-2,882
657
$974K ﹤0.01%
4,250
+394
658
$973K ﹤0.01%
4,106
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659
$970K ﹤0.01%
9,139
660
$967K ﹤0.01%
20,027
-4,370
661
$960K ﹤0.01%
12,511
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662
$959K ﹤0.01%
10,837
-39
663
$954K ﹤0.01%
44,247
-10,697
664
$954K ﹤0.01%
10,231
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665
$951K ﹤0.01%
16,660
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666
$950K ﹤0.01%
7,846
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667
$950K ﹤0.01%
+1,759
668
$945K ﹤0.01%
7,039
+379
669
$939K ﹤0.01%
41,149
+1,254
670
$936K ﹤0.01%
8,922
-75,250
671
$930K ﹤0.01%
4,849
-2,653
672
$928K ﹤0.01%
7,458
+1,446
673
$928K ﹤0.01%
6,616
-282
674
$928K ﹤0.01%
34,134
-1,007
675
$923K ﹤0.01%
9,834
+408
25 26
27
28 29