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
701
$1.08M ﹤0.01%
6,319
-680
702
$1.08M ﹤0.01%
36,398
703
$1.08M ﹤0.01%
8,953
-320
704
$1.07M ﹤0.01%
27,150
-3,230
705
$1.07M ﹤0.01%
13,702
+376
706
$1.07M ﹤0.01%
20,030
-664
707
$1.06M ﹤0.01%
47,338
-1,176
708
$1.05M ﹤0.01%
15,084
-352
709
$1.05M ﹤0.01%
3,713
+1,965
710
$1.05M ﹤0.01%
50,510
+1,838
711
$1.05M ﹤0.01%
90,648
+3,498
712
$1.05M ﹤0.01%
19,168
-11,665
713
$1.05M ﹤0.01%
21,389
-4,415
714
$1.04M ﹤0.01%
99,942
715
$1.04M ﹤0.01%
6,057
-608
716
$1.03M ﹤0.01%
57,287
-2,931
717
$1.03M ﹤0.01%
59,844
+5,626
718
$1.03M ﹤0.01%
+23,469
719
$1.03M ﹤0.01%
23,715
-397
720
$1.03M ﹤0.01%
33,078
+1,001
721
$1.02M ﹤0.01%
3,909
+293
722
$1.02M ﹤0.01%
49,878
-298
723
$1.02M ﹤0.01%
9,373
-1,292
724
$1.02M ﹤0.01%
9,868
+1,887
725
$1.01M ﹤0.01%
184,967
-1
27 28
29
30 31