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
776
$619K ﹤0.01%
74,900
777
$618K ﹤0.01%
24,528
+8,556
778
$615K ﹤0.01%
+16,154
779
$613K ﹤0.01%
45,658
+658
780
$610K ﹤0.01%
18,932
+2,226
781
$610K ﹤0.01%
741
-11,228
782
$610K ﹤0.01%
12,363
-115
783
$607K ﹤0.01%
3,941
+313
784
$604K ﹤0.01%
11,395
+880
785
$602K ﹤0.01%
22,247
+114
786
$602K ﹤0.01%
5,263
787
$600K ﹤0.01%
2,609
-238
788
$598K ﹤0.01%
6,427
-45
789
$593K ﹤0.01%
14,068
790
$587K ﹤0.01%
2,419
-275
791
$585K ﹤0.01%
3,866
+440
792
$583K ﹤0.01%
6,674
+156
793
$582K ﹤0.01%
8,859
-186
794
$580K ﹤0.01%
5,091
+1
795
$574K ﹤0.01%
5,843
-119
796
$573K ﹤0.01%
9,046
+1,446
797
$573K ﹤0.01%
11,923
-1,549
798
$573K ﹤0.01%
4,109
-49,696
799
$569K ﹤0.01%
3,096
+542
800
$569K ﹤0.01%
4,819
-211
30 31
32
33 34