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
676
$825K ﹤0.01%
16,553
+8,882
677
$823K ﹤0.01%
+18,432
678
$823K ﹤0.01%
12,832
+165
679
$822K ﹤0.01%
6,062
+1,367
680
$820K ﹤0.01%
58,380
-18,636
681
$820K ﹤0.01%
17,623
+912
682
$819K ﹤0.01%
8,400
+100
683
$816K ﹤0.01%
113,310
-14,500
684
$816K ﹤0.01%
+15,426
685
$812K ﹤0.01%
14,228
+230
686
$811K ﹤0.01%
15,027
-123
687
$808K ﹤0.01%
36,391
-26,650
688
$808K ﹤0.01%
43,152
-33,426
689
$808K ﹤0.01%
2,512
-127
690
$805K ﹤0.01%
10,876
-473
691
$803K ﹤0.01%
2,916
+2,031
692
$801K ﹤0.01%
+18,568
693
$801K ﹤0.01%
11,113
-88
694
$801K ﹤0.01%
32,965
-13,521
695
$798K ﹤0.01%
+15,734
696
$790K ﹤0.01%
39,895
-302
697
$790K ﹤0.01%
6,660
-820
698
$788K ﹤0.01%
30,994
699
$786K ﹤0.01%
1,563
+219
700
$784K ﹤0.01%
39,415
-1,444
26 27
28
29 30