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
51
$25.3M 0.19%
312,125
+173,119
52
$25.3M 0.19%
176,179
-6,401
53
$24.9M 0.19%
122,079
+2,849
54
$24.4M 0.19%
1,296,184
-231,927
55
$24.1M 0.18%
367,527
+34,051
56
$23.9M 0.18%
253,842
+15,149
57
$22.7M 0.17%
140,889
+129,037
58
$22.4M 0.17%
993,468
+587,604
59
$22.1M 0.17%
375,830
-27,297
60
$21.7M 0.17%
202,918
+7,337
61
$20.9M 0.16%
474,023
+34,247
62
$20.6M 0.16%
63,520
+5,067
63
$20M 0.15%
879,409
+52,833
64
$20M 0.15%
398,915
-452
65
$19.9M 0.15%
37,051
+3,098
66
$19.8M 0.15%
135,470
-65,050
67
$19.3M 0.15%
1,138,736
-43,826
68
$19M 0.14%
47,935
+1,501
69
$18.9M 0.14%
699,902
-75,478
70
$18.7M 0.14%
33,102
+2,214
71
$18.7M 0.14%
45,605
-340
72
$18.2M 0.14%
190,529
-21,341
73
$18.2M 0.14%
337,716
-12,111
74
$17.9M 0.14%
326,475
+4,392
75
$17.8M 0.14%
920,627
-57,000
1 2
3
4 5