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
751
$378K ﹤0.01%
22,930
+745
752
$376K ﹤0.01%
7,600
+3,000
753
$373K ﹤0.01%
4,414
+391
754
$373K ﹤0.01%
1,179
+161
755
$372K ﹤0.01%
3,470
-146
756
$371K ﹤0.01%
113,463
757
$368K ﹤0.01%
20,127
-2,458
758
$368K ﹤0.01%
+14,034
759
$368K ﹤0.01%
7,946
+2
760
$365K ﹤0.01%
8,858
+1,963
761
$365K ﹤0.01%
3,700
+719
762
$364K ﹤0.01%
9,340
-2,453
763
$364K ﹤0.01%
8,437
+1,145
764
$363K ﹤0.01%
13,589
+1,367
765
$361K ﹤0.01%
9,311
+3,267
766
$358K ﹤0.01%
6,165
-19,523
767
$357K ﹤0.01%
9,602
+980
768
$356K ﹤0.01%
34,257
-69
769
$356K ﹤0.01%
3,791
-84
770
$356K ﹤0.01%
11,700
-160
771
$355K ﹤0.01%
2,976
-1,280
772
$355K ﹤0.01%
4,556
+887
773
$354K ﹤0.01%
+10,613
774
$353K ﹤0.01%
+15,668
775
$353K ﹤0.01%
14,550
29 30
31
32 33