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
651
$1.23M 0.01%
8,260
-664
652
$1.23M 0.01%
+22,340
653
$1.21M 0.01%
34,408
+7,000
654
$1.21M 0.01%
209,747
-61,884
655
$1.21M 0.01%
43,115
+10,293
656
$1.2M 0.01%
4,523
-156
657
$1.2M 0.01%
18,356
+7,773
658
$1.2M 0.01%
6,828
+1,910
659
$1.2M 0.01%
4,525
-58
660
$1.19M 0.01%
+30,928
661
$1.19M 0.01%
38,102
-3,337
662
$1.19M 0.01%
9,311
-210
663
$1.19M 0.01%
+55,303
664
$1.19M 0.01%
17,473
+57
665
$1.18M 0.01%
37,927
+195
666
$1.18M 0.01%
118,842
+4,200
667
$1.18M 0.01%
7,341
+412
668
$1.18M 0.01%
14,594
+3,793
669
$1.18M 0.01%
61,269
+1,685
670
$1.18M 0.01%
5,170
-6,903
671
$1.17M 0.01%
20,675
+602
672
$1.16M 0.01%
13,615
+611
673
$1.16M 0.01%
7,249
-566
674
$1.16M 0.01%
6,211
-190
675
$1.15M 0.01%
15,426
-2,186
25 26
27
28 29