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
801
$567K ﹤0.01%
13,073
+4,808
802
$567K ﹤0.01%
6,599
+11
803
$567K ﹤0.01%
1,897
-14,171
804
$564K ﹤0.01%
14,561
-619
805
$558K ﹤0.01%
19,378
-238,260
806
$557K ﹤0.01%
4,116
+367
807
$557K ﹤0.01%
10,290
+1,027
808
$556K ﹤0.01%
19,573
-5,998
809
$556K ﹤0.01%
7,917
+66
810
$556K ﹤0.01%
14,227
+5,011
811
$556K ﹤0.01%
21,278
812
$555K ﹤0.01%
8,367
-2,940
813
$553K ﹤0.01%
2,385
-189
814
$540K ﹤0.01%
2,819
+709
815
$540K ﹤0.01%
46,730
-529
816
$538K ﹤0.01%
993
+411
817
$536K ﹤0.01%
9,288
-653
818
$536K ﹤0.01%
6,012
+871
819
$534K ﹤0.01%
44,898
820
$530K ﹤0.01%
7,799
-366
821
$527K ﹤0.01%
3,862
-6,938
822
$524K ﹤0.01%
8,503
-942
823
$524K ﹤0.01%
9,700
+3,295
824
$522K ﹤0.01%
4,137
-43
825
$520K ﹤0.01%
5,496
+123
31 32
33
34 35