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
726
$404K ﹤0.01%
21,278
727
$401K ﹤0.01%
782
+48
728
$401K ﹤0.01%
362
+8
729
$401K ﹤0.01%
4,544
+30
730
$400K ﹤0.01%
6,885
+38
731
$400K ﹤0.01%
2,584
+244
732
$399K ﹤0.01%
9,421
+142
733
$398K ﹤0.01%
4,486
-1,222
734
$398K ﹤0.01%
1,859
+179
735
$397K ﹤0.01%
8,167
-1,463
736
$397K ﹤0.01%
1,938
+58
737
$396K ﹤0.01%
+6,712
738
$393K ﹤0.01%
27,977
+174
739
$391K ﹤0.01%
7,858
-1,004
740
$391K ﹤0.01%
24,210
+1,998
741
$390K ﹤0.01%
1,312
+203
742
$390K ﹤0.01%
14,000
743
$390K ﹤0.01%
7,890
+229
744
$389K ﹤0.01%
+30,000
745
$388K ﹤0.01%
5,728
-656
746
$388K ﹤0.01%
5,686
+240
747
$388K ﹤0.01%
+4,668
748
$386K ﹤0.01%
2,875
+131
749
$384K ﹤0.01%
+6,270
750
$379K ﹤0.01%
1,606
+466
28 29
30
31 32