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
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
726
$706K ﹤0.01%
10,378
+4,023
727
$705K ﹤0.01%
12,585
-53
728
$704K ﹤0.01%
4,627
+779
729
$701K ﹤0.01%
9,509
+4,435
730
$699K ﹤0.01%
23,745
+124
731
$697K ﹤0.01%
7,137
-1,970
732
$696K ﹤0.01%
+3,674
733
$696K ﹤0.01%
7,172
+14
734
$694K ﹤0.01%
46,895
-600
735
$692K ﹤0.01%
42,844
736
$691K ﹤0.01%
12,924
+580
737
$687K ﹤0.01%
27,134
-10,930
738
$687K ﹤0.01%
42,673
+1,280
739
$686K ﹤0.01%
3,911
+206
740
$685K ﹤0.01%
3,339
+23
741
$685K ﹤0.01%
1,677
+1,193
742
$683K ﹤0.01%
34,384
743
$679K ﹤0.01%
13,600
-30
744
$678K ﹤0.01%
12,629
+167
745
$678K ﹤0.01%
5,027
+1,186
746
$675K ﹤0.01%
1,308
-33
747
$674K ﹤0.01%
83,900
-38,455
748
$671K ﹤0.01%
17,086
-1,166
749
$669K ﹤0.01%
4,218
-3,410
750
$668K ﹤0.01%
+6,572
28 29
30
31 32