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
776
$352K ﹤0.01%
8,521
-147
777
$351K ﹤0.01%
15,761
+1,904
778
$349K ﹤0.01%
414
+71
779
$349K ﹤0.01%
1,623
+260
780
$348K ﹤0.01%
1,719
-2,953
781
$346K ﹤0.01%
6,580
-410
782
$345K ﹤0.01%
6,515
+319
783
$345K ﹤0.01%
+13,737
784
$344K ﹤0.01%
1,693
+92
785
$344K ﹤0.01%
+1,883
786
$340K ﹤0.01%
2,040
-8,890
787
$338K ﹤0.01%
1,850
+70
788
$338K ﹤0.01%
12,618
-513
789
$336K ﹤0.01%
23,106
+5,890
790
$334K ﹤0.01%
6,041
-395
791
$333K ﹤0.01%
6,625
-5,123
792
$332K ﹤0.01%
5,383
+1,143
793
$331K ﹤0.01%
+8,295
794
$328K ﹤0.01%
17,937
-956
795
$327K ﹤0.01%
10,795
-8,021
796
$327K ﹤0.01%
+6,991
797
$324K ﹤0.01%
4,383
+908
798
$324K ﹤0.01%
6,094
+2,219
799
$324K ﹤0.01%
3,774
+18
800
$322K ﹤0.01%
3,387
-54
30 31
32
33 34