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
701
$443K ﹤0.01%
1,863
+64
702
$441K ﹤0.01%
+5,961
703
$441K ﹤0.01%
1,230
+411
704
$440K ﹤0.01%
30,795
+125
705
$440K ﹤0.01%
9,228
+1,039
706
$438K ﹤0.01%
4,414
+1,221
707
$430K ﹤0.01%
7,518
+615
708
$430K ﹤0.01%
18,070
+1,968
709
$425K ﹤0.01%
15,812
+342
710
$424K ﹤0.01%
8,507
-289
711
$424K ﹤0.01%
+7,523
712
$419K ﹤0.01%
2,333
-3
713
$419K ﹤0.01%
14,627
+1,362
714
$416K ﹤0.01%
22,671
+84
715
$414K ﹤0.01%
9,610
716
$414K ﹤0.01%
15,791
717
$410K ﹤0.01%
24,768
+2,908
718
$409K ﹤0.01%
6,505
-224
719
$407K ﹤0.01%
4,538
+436
720
$407K ﹤0.01%
16,818
+7,831
721
$405K ﹤0.01%
5,423
+1,971
722
$405K ﹤0.01%
+2,430
723
$405K ﹤0.01%
7,713
+2
724
$405K ﹤0.01%
7,380
+903
725
$405K ﹤0.01%
6,360
+2,060
27 28
29
30 31