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
826
$294K ﹤0.01%
2,274
+180
827
$294K ﹤0.01%
2,389
-9,604
828
$293K ﹤0.01%
+2,015
829
$293K ﹤0.01%
3,684
+28
830
$293K ﹤0.01%
+3,376
831
$292K ﹤0.01%
6,899
+27
832
$292K ﹤0.01%
7,900
833
$292K ﹤0.01%
12,926
-6,329
834
$291K ﹤0.01%
3,201
+206
835
$290K ﹤0.01%
3,348
-11,695
836
$289K ﹤0.01%
+4,468
837
$289K ﹤0.01%
+8,851
838
$288K ﹤0.01%
6,976
+33
839
$287K ﹤0.01%
2,913
-37
840
$287K ﹤0.01%
12,406
+1,451
841
$287K ﹤0.01%
1,093
+8
842
$286K ﹤0.01%
6,300
-1,170
843
$285K ﹤0.01%
2,204
-145
844
$283K ﹤0.01%
3,280
+439
845
$282K ﹤0.01%
8,920
+2,608
846
$282K ﹤0.01%
+7,576
847
$282K ﹤0.01%
+20,341
848
$281K ﹤0.01%
+4,945
849
$279K ﹤0.01%
945
+214
850
$279K ﹤0.01%
5,253
-45
32 33
34
35 36