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
801
$618K ﹤0.01%
3,793
-69
802
$618K ﹤0.01%
87,493
+3,593
803
$617K ﹤0.01%
11,779
+1,489
804
$616K ﹤0.01%
13,665
+101
805
$615K ﹤0.01%
12,961
+3,403
806
$611K ﹤0.01%
5,193
-74,494
807
$611K ﹤0.01%
1,696
-19
808
$609K ﹤0.01%
4,872
+53
809
$599K ﹤0.01%
3,349
-562
810
$598K ﹤0.01%
8,830
+327
811
$598K ﹤0.01%
4,530
812
$596K ﹤0.01%
1,175
+89
813
$596K ﹤0.01%
27,445
-3,171
814
$593K ﹤0.01%
20,017
+639
815
$589K ﹤0.01%
+6,926
816
$588K ﹤0.01%
1,105
-4,484
817
$587K ﹤0.01%
7,795
-572
818
$583K ﹤0.01%
18,358
-574
819
$582K ﹤0.01%
12,407
+543
820
$582K ﹤0.01%
26,375
+9,144
821
$580K ﹤0.01%
45,000
-658
822
$579K ﹤0.01%
+10,000
823
$577K ﹤0.01%
+12,000
824
$576K ﹤0.01%
10,359
+1,749
825
$574K ﹤0.01%
3,237
+1,199
31 32
33
34 35