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
801
$811K ﹤0.01%
34,202
+15,672
802
$808K ﹤0.01%
3,260
-119
803
$805K ﹤0.01%
+5,992
804
$804K ﹤0.01%
34,704
-41,642
805
$803K ﹤0.01%
40,710
+89
806
$802K ﹤0.01%
9,845
+31
807
$800K ﹤0.01%
8,173
+603
808
$798K ﹤0.01%
113,310
809
$796K ﹤0.01%
6,397
+1,707
810
$794K ﹤0.01%
8,254
-1,731
811
$793K ﹤0.01%
8,635
-2,450
812
$793K ﹤0.01%
40,777
+4,338
813
$792K ﹤0.01%
52,237
+1,302
814
$792K ﹤0.01%
90,810
-1
815
$791K ﹤0.01%
12,446
+1,962
816
$790K ﹤0.01%
3,412
+1,561
817
$784K ﹤0.01%
3,801
+411
818
$783K ﹤0.01%
23,219
+5,396
819
$783K ﹤0.01%
60,852
-824
820
$779K ﹤0.01%
11,495
+774
821
$779K ﹤0.01%
+5,244
822
$776K ﹤0.01%
+15,200
823
$773K ﹤0.01%
1,328
+221
824
$771K ﹤0.01%
22,360
-1,248
825
$760K ﹤0.01%
68,744
31 32
33
34 35