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
776
$669K ﹤0.01%
4,785
+506
777
$666K ﹤0.01%
18,432
778
$665K ﹤0.01%
52,140
779
$664K ﹤0.01%
4,632
+523
780
$661K ﹤0.01%
2,714
+105
781
$657K ﹤0.01%
9,897
-264
782
$652K ﹤0.01%
5,165
-32
783
$651K ﹤0.01%
+48,637
784
$650K ﹤0.01%
44,251
+10,696
785
$650K ﹤0.01%
74,900
786
$650K ﹤0.01%
19,975
+402
787
$647K ﹤0.01%
45,805
788
$646K ﹤0.01%
4,299
+81
789
$640K ﹤0.01%
51,858
+5,128
790
$639K ﹤0.01%
53,716
+26,571
791
$639K ﹤0.01%
32,299
+5,216
792
$638K ﹤0.01%
35,338
+450
793
$636K ﹤0.01%
42,231
-442
794
$635K ﹤0.01%
3,901
-40
795
$633K ﹤0.01%
11,008
-387
796
$632K ﹤0.01%
12,135
+212
797
$622K ﹤0.01%
6,542
-57
798
$621K ﹤0.01%
15,087
+526
799
$618K ﹤0.01%
5,282
+19
800
$618K ﹤0.01%
+16,823
30 31
32
33 34