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
701
$782K ﹤0.01%
11,001
-6,892
702
$778K ﹤0.01%
3,856
+645
703
$777K ﹤0.01%
33,418
+537
704
$776K ﹤0.01%
3,788
-17
705
$773K ﹤0.01%
40,642
+2,716
706
$773K ﹤0.01%
8,710
-1,991
707
$772K ﹤0.01%
16,658
-260
708
$770K ﹤0.01%
75,965
+3,528
709
$766K ﹤0.01%
7,839
-3,707
710
$761K ﹤0.01%
4,279
+187
711
$759K ﹤0.01%
6,965
-5,101
712
$757K ﹤0.01%
+24,841
713
$757K ﹤0.01%
17,767
+853
714
$757K ﹤0.01%
10,119
-409
715
$756K ﹤0.01%
7,885
+3,798
716
$748K ﹤0.01%
7,772
+392
717
$744K ﹤0.01%
14,876
+7,809
718
$744K ﹤0.01%
6,330
-2
719
$735K ﹤0.01%
9,426
-204
720
$723K ﹤0.01%
15,467
-664
721
$723K ﹤0.01%
1,484
-135
722
$723K ﹤0.01%
14,473
+3,324
723
$719K ﹤0.01%
12,485
+759
724
$710K ﹤0.01%
10,515
+687
725
$708K ﹤0.01%
11,742
-158
27 28
29
30 31