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
$17B
AUM Growth
+$956M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,443
New
Increased
Reduced
Closed

Top Buys

1
+$910M
2
+$561M
3
+$94.7M
4
AAPL icon
Apple
AAPL
+$81.6M
5
MSFT icon
Microsoft
MSFT
+$77.5M

Top Sells

1
+$158M
2
+$75M
3
+$59M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$46.5M
5
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$46.2M

Sector Composition

1 Technology 15.16%
2 Financials 4.97%
3 Healthcare 3.8%
4 Consumer Discretionary 3.5%
5 Communication Services 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1M ﹤0.01%
28,755
-912
727
$1M ﹤0.01%
29,642
-568
728
$999K ﹤0.01%
29,209
-4,499
729
$998K ﹤0.01%
11,146
+33
730
$996K ﹤0.01%
33,480
-5,642
731
$993K ﹤0.01%
4,437
+486
732
$991K ﹤0.01%
19,667
+2,748
733
$989K ﹤0.01%
14,216
-3,313
734
$988K ﹤0.01%
6,894
+371
735
$988K ﹤0.01%
14,740
+1,986
736
$986K ﹤0.01%
+3,688
737
$984K ﹤0.01%
101,612
738
$981K ﹤0.01%
10,295
-1,239
739
$979K ﹤0.01%
3,396
+240
740
$978K ﹤0.01%
+34,917
741
$974K ﹤0.01%
62,591
-8,433
742
$973K ﹤0.01%
6,354
743
$972K ﹤0.01%
25,681
-397
744
$971K ﹤0.01%
22,631
-10,349
745
$970K ﹤0.01%
58,427
+4,799
746
$966K ﹤0.01%
12,389
+221
747
$965K ﹤0.01%
90,002
-146
748
$964K ﹤0.01%
19,440
+1,743
749
$958K ﹤0.01%
23,011
+15,824
750
$953K ﹤0.01%
11,409
-189
28 29
30
31 32