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
726
$812K ﹤0.01%
42,844
727
$809K ﹤0.01%
3,012
+96
728
$806K ﹤0.01%
18,121
+354
729
$802K ﹤0.01%
3,785
-3
730
$800K ﹤0.01%
16,575
-83
731
$799K ﹤0.01%
900
+81
732
$798K ﹤0.01%
10,119
733
$798K ﹤0.01%
13,480
+895
734
$796K ﹤0.01%
+24,502
735
$793K ﹤0.01%
12,181
-448
736
$789K ﹤0.01%
15,506
+1,438
737
$777K ﹤0.01%
2,439
-73
738
$770K ﹤0.01%
46,895
739
$767K ﹤0.01%
4,304
+438
740
$765K ﹤0.01%
8,937
-1,624
741
$758K ﹤0.01%
10,734
-145
742
$756K ﹤0.01%
4,193
+101
743
$752K ﹤0.01%
7,936
+51
744
$751K ﹤0.01%
+29,868
745
$750K ﹤0.01%
5,746
-448
746
$749K ﹤0.01%
7,190
+18
747
$746K ﹤0.01%
14,596
-871
748
$740K ﹤0.01%
+32,018
749
$739K ﹤0.01%
15,013
+1,940
750
$736K ﹤0.01%
+1,997
28 29
30
31 32