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
51
– –
0
52
$37.3M 0.19%
75,371
+806
53
– –
0
54
$34.2M 0.17%
1,160,069
+124,874
55
$33.8M 0.17%
68,795
+17,872
56
– –
0
57
$33.7M 0.17%
197,280
+14,904
58
$33.5M 0.17%
37,787
-8,530
59
$32.5M 0.16%
118,229
-1,377
60
$32.1M 0.16%
185,050
+13,353
61
$31.6M 0.16%
696,804
-21,711
62
$31.5M 0.16%
99,226
+43,215
63
$30.5M 0.15%
377,774
+29,072
64
$30.3M 0.15%
166,628
+7,004
65
$29.6M 0.15%
108,203
+11,437
66
$29.4M 0.15%
59,519
-1,856
67
$28.8M 0.14%
784,190
+644,959
68
$28.7M 0.14%
174,891
+7,649
69
$28.5M 0.14%
164,491
-5,637
70
$27.9M 0.14%
205,882
-6,693
71
$27.3M 0.14%
527,629
+8,092
72
$27.3M 0.14%
121,005
-92,808
73
$27.3M 0.14%
503,183
-6,344
74
$27M 0.13%
54,592
+2,276
75
$26.5M 0.13%
87,696
+28,107
1 2
3
4 5