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
751
$666K ﹤0.01%
68,744
+2,645
752
$665K ﹤0.01%
54,467
+1,072
753
$665K ﹤0.01%
1,579
+210
754
$660K ﹤0.01%
14,598
+1
755
$648K ﹤0.01%
10,879
-703
756
$648K ﹤0.01%
25,893
-1,419
757
$647K ﹤0.01%
24,322
-2,022
758
$642K ﹤0.01%
18,167
+484
759
$642K ﹤0.01%
45,805
+1,775
760
$640K ﹤0.01%
30,616
-4,852
761
$640K ﹤0.01%
68,844
+100
762
$639K ﹤0.01%
10,161
-2,370
763
$638K ﹤0.01%
3,914
+1,843
764
$638K ﹤0.01%
29,870
+6,210
765
$637K ﹤0.01%
+12,509
766
$636K ﹤0.01%
4,092
-23
767
$635K ﹤0.01%
43,445
-803
768
$630K ﹤0.01%
14,790
-1,686
769
$629K ﹤0.01%
52,140
-15,000
770
$626K ﹤0.01%
3,828
+1,541
771
$623K ﹤0.01%
5,851
-47,915
772
$622K ﹤0.01%
34,888
+24,523
773
$620K ﹤0.01%
9,581
-1,340
774
$620K ﹤0.01%
819
+1
775
$620K ﹤0.01%
5,197
-79
29 30
31
32 33