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
751
$735K ﹤0.01%
8,400
752
$733K ﹤0.01%
39,683
-3,469
753
$732K ﹤0.01%
1,449
-35
754
$725K ﹤0.01%
24,330
+16,310
755
$724K ﹤0.01%
30,863
-8,665
756
$723K ﹤0.01%
34,384
757
$715K ﹤0.01%
11,411
-1,074
758
$712K ﹤0.01%
14,730
-2,893
759
$700K ﹤0.01%
56,848
+11,950
760
$696K ﹤0.01%
75,715
-250
761
$692K ﹤0.01%
68,801
+57
762
$691K ﹤0.01%
+21,200
763
$688K ﹤0.01%
53,395
-1,072
764
$686K ﹤0.01%
3,899
-15
765
$686K ﹤0.01%
6,428
+1
766
$685K ﹤0.01%
26,725
+13,742
767
$685K ﹤0.01%
13,600
768
$684K ﹤0.01%
5,542
+451
769
$681K ﹤0.01%
5,009
-18
770
$679K ﹤0.01%
22,247
771
$678K ﹤0.01%
4,679
-1,097
772
$678K ﹤0.01%
3,407
+2,173
773
$677K ﹤0.01%
16,313
-4,275
774
$675K ﹤0.01%
+20,370
775
$672K ﹤0.01%
14,977
+379
29 30
31
32 33