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 icon
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
51
$35.1M 0.2%
60,826
+4,256
52
$33.7M 0.19%
74,565
-10,698
53
$32.1M 0.18%
259,065
+32,712
54
$31.4M 0.17%
119,606
+3,119
55
$30.9M 0.17%
182,376
-75,712
56
$30.6M 0.17%
52,316
+7,465
57
$29.9M 0.17%
171,697
+8,919
58
$29.5M 0.16%
718,515
-9,738
59
$28.2M 0.16%
214,179
+57,858
60
$28.1M 0.16%
170,128
+2,422
61
$27.1M 0.15%
167,242
+16,087
62
$27.1M 0.15%
61,375
+6,641
63
$27M 0.15%
159,624
-4,259
64
$26.6M 0.15%
322,734
-11,354
65
$26.5M 0.15%
360,077
+19,361
66
$26.2M 0.15%
1,035,195
+47,069
67
$25.9M 0.14%
212,575
+140,406
68
– –
0
69
$25.7M 0.14%
32,633
+11,807
70
$25.2M 0.14%
509,527
+17,630
71
$25M 0.14%
222,203
-14,573
72
$24.9M 0.14%
168,188
-26,912
73
$24.9M 0.14%
96,766
+66,348
74
$24.6M 0.14%
78,443
+28,709
75
$24.3M 0.14%
283,522
-12,329
1 2
3
4 5