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
751
$952K ﹤0.01%
17,638
+1,252
752
$949K ﹤0.01%
15,911
+1,899
753
$946K ﹤0.01%
49,787
-893
754
$946K ﹤0.01%
10,252
-1,711
755
$944K ﹤0.01%
7,903
+239
756
$937K ﹤0.01%
15,906
-1,602
757
$913K ﹤0.01%
32,636
-16,272
758
$912K ﹤0.01%
39,332
+10,580
759
$911K ﹤0.01%
13,189
-3,829
760
$908K ﹤0.01%
14,412
-439
761
$903K ﹤0.01%
29,677
+4,777
762
$899K ﹤0.01%
55,295
+8,216
763
$899K ﹤0.01%
25,724
+9
764
$899K ﹤0.01%
47,328
+453
765
$898K ﹤0.01%
+4,722
766
$897K ﹤0.01%
20,413
+10,228
767
$896K ﹤0.01%
16,248
-699
768
$896K ﹤0.01%
12,354
-3,290
769
$887K ﹤0.01%
+56,504
770
$885K ﹤0.01%
36,783
+11,147
771
$885K ﹤0.01%
45,301
+4,244
772
$884K ﹤0.01%
3,628
-738
773
$882K ﹤0.01%
14,962
+3,280
774
$882K ﹤0.01%
+3,357
775
$881K ﹤0.01%
1,675
-403
29 30
31
32 33