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
$13.3B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,344
New
Increased
Reduced
Closed

Top Buys

1
+$264M
2
+$67.2M
3
+$60.6M
4
AAPL icon
Apple
AAPL
+$44.9M
5
NVDA icon
NVIDIA
NVDA
+$43.3M

Top Sells

1
+$46.8M
2
+$46.7M
3
+$40.9M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$25.8M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$23M

Sector Composition

1 Technology 16.5%
2 Financials 4.19%
3 Healthcare 4.08%
4 Consumer Discretionary 3.83%
5 Communication Services 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$870K ﹤0.01%
30,623
-3,630
702
$866K ﹤0.01%
35,354
+2,389
703
$861K ﹤0.01%
113,310
704
$861K ﹤0.01%
4,045
+2,192
705
$860K ﹤0.01%
10,274
-95,023
706
$860K ﹤0.01%
1,812
+233
707
$860K ﹤0.01%
8,272
+500
708
$858K ﹤0.01%
16,656
-1,014
709
$857K ﹤0.01%
39,415
710
$853K ﹤0.01%
922
+181
711
$853K ﹤0.01%
1,460
-103
712
$851K ﹤0.01%
11,113
713
$849K ﹤0.01%
68,744
-100
714
$846K ﹤0.01%
110,924
-118
715
$842K ﹤0.01%
3,448
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716
$840K ﹤0.01%
9,413
-96
717
$839K ﹤0.01%
2,795
+1,803
718
$829K ﹤0.01%
10,275
+987
719
$828K ﹤0.01%
5,113
+486
720
$826K ﹤0.01%
+5,154
721
$825K ﹤0.01%
16,646
+6,131
722
$816K ﹤0.01%
12,396
-528
723
$815K ﹤0.01%
30,994
724
$813K ﹤0.01%
2,765
+346
725
$813K ﹤0.01%
10,528
+150
27 28
29
30 31