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
676
$1.15M 0.01%
18,568
+286
677
$1.14M 0.01%
+94,073
678
$1.14M 0.01%
23,432
-9,608
679
$1.14M 0.01%
7,409
+221
680
$1.14M 0.01%
8,690
+655
681
$1.13M 0.01%
2,494
-158
682
$1.13M 0.01%
8,028
+20
683
$1.13M 0.01%
118,431
+34
684
$1.13M 0.01%
22,699
-2,591
685
$1.13M 0.01%
52,765
686
$1.12M 0.01%
36,166
+1,779
687
$1.12M 0.01%
19,654
-506
688
$1.11M 0.01%
7,889
+1,452
689
$1.11M 0.01%
50,606
-49,962
690
$1.11M 0.01%
77,126
+4,367
691
$1.11M 0.01%
20,429
+15,548
692
$1.11M 0.01%
6,424
-148
693
$1.11M 0.01%
5,570
+132
694
$1.1M 0.01%
11,004
-712
695
$1.1M 0.01%
18,990
+659
696
$1.1M 0.01%
18,283
+4,705
697
$1.1M ﹤0.01%
11,188
+518
698
$1.09M ﹤0.01%
7,394
-65
699
$1.08M ﹤0.01%
15,055
700
$1.08M ﹤0.01%
9,113
+1,227
26 27
28
29 30