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
776
$880K ﹤0.01%
20,468
+6,728
777
$878K ﹤0.01%
29,908
-5,527
778
$872K ﹤0.01%
10,769
+11
779
$871K ﹤0.01%
5,506
+2,426
780
$867K ﹤0.01%
5,910
+3,364
781
$865K ﹤0.01%
35,354
782
$859K ﹤0.01%
21,234
-15,365
783
$852K ﹤0.01%
23,344
+978
784
$851K ﹤0.01%
10,674
-1,797
785
$843K ﹤0.01%
41,390
786
$842K ﹤0.01%
1,448
-24
787
$841K ﹤0.01%
2,008
+192
788
$838K ﹤0.01%
3,329
+50
789
$836K ﹤0.01%
31,271
-1,760
790
$832K ﹤0.01%
4,045
791
$828K ﹤0.01%
9,661
-2,450
792
$827K ﹤0.01%
61,745
+35
793
$826K ﹤0.01%
8,022
+5,029
794
$825K ﹤0.01%
7,813
+184
795
$821K ﹤0.01%
1,954
+658
796
$819K ﹤0.01%
11,964
+59
797
$819K ﹤0.01%
17,779
+9,536
798
$818K ﹤0.01%
30,994
799
$814K ﹤0.01%
11,561
-301
800
$814K ﹤0.01%
4,551
+25
30 31
32
33 34