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
676
$492K ﹤0.01%
5,244
-69
677
$492K ﹤0.01%
5,339
-647
678
$492K ﹤0.01%
2,457
+107
679
$492K ﹤0.01%
6,498
-414
680
$482K ﹤0.01%
31,589
-2,747
681
$479K ﹤0.01%
4,637
+55
682
$477K ﹤0.01%
16,682
-1,476
683
$477K ﹤0.01%
9,249
684
$476K ﹤0.01%
+1,234
685
$474K ﹤0.01%
+10,835
686
$472K ﹤0.01%
8,179
+23
687
$466K ﹤0.01%
947
+59
688
$463K ﹤0.01%
3,277
+1,015
689
$462K ﹤0.01%
3,800
-140
690
$462K ﹤0.01%
+9,822
691
$458K ﹤0.01%
2,632
+127
692
$456K ﹤0.01%
6,930
+31
693
$454K ﹤0.01%
3,581
+1,173
694
$453K ﹤0.01%
4,675
-2,659
695
$452K ﹤0.01%
3,603
+420
696
$451K ﹤0.01%
4,143
+115
697
$451K ﹤0.01%
10,098
+5,250
698
$448K ﹤0.01%
12,829
-194
699
$446K ﹤0.01%
9,848
700
$443K ﹤0.01%
+11,320
26 27
28
29 30