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
801
$322K ﹤0.01%
8,568
-564
802
$321K ﹤0.01%
10,907
-2,805
803
$320K ﹤0.01%
+13,128
804
$318K ﹤0.01%
6,957
+1
805
$317K ﹤0.01%
5,061
+403
806
$316K ﹤0.01%
8,630
+34
807
$316K ﹤0.01%
9,392
+676
808
$315K ﹤0.01%
5,653
+130
809
$314K ﹤0.01%
6,187
-698
810
$312K ﹤0.01%
212
+17
811
$312K ﹤0.01%
+5,374
812
$312K ﹤0.01%
5,737
-30,483
813
$310K ﹤0.01%
3,004
+1
814
$305K ﹤0.01%
3,286
-509
815
$305K ﹤0.01%
4,392
+775
816
$303K ﹤0.01%
38,754
+703
817
$302K ﹤0.01%
6,316
818
$302K ﹤0.01%
1,057
+41
819
$302K ﹤0.01%
1,853
820
$302K ﹤0.01%
878
+269
821
$299K ﹤0.01%
4,954
-1,439
822
$298K ﹤0.01%
10,997
-3,120
823
$296K ﹤0.01%
2,040
+5
824
$296K ﹤0.01%
16,750
825
$296K ﹤0.01%
788
+106
31 32
33
34 35