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 icon
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
826
$518K ﹤0.01%
3,988
+234
827
$516K ﹤0.01%
100,402
828
$516K ﹤0.01%
9,845
-11,266
829
$515K ﹤0.01%
6,194
+1,097
830
$513K ﹤0.01%
12,384
+1,378
831
$511K ﹤0.01%
+3,232
832
$510K ﹤0.01%
10,940
+347
833
$509K ﹤0.01%
13,564
834
$507K ﹤0.01%
7,639
+1
835
$507K ﹤0.01%
147,767
+1,400
836
$505K ﹤0.01%
10,000
837
$500K ﹤0.01%
2,831
+166
838
$499K ﹤0.01%
5,441
+512
839
$498K ﹤0.01%
1,715
-21
840
$497K ﹤0.01%
4,590
+235
841
$496K ﹤0.01%
3,674
+5
842
$495K ﹤0.01%
5,911
-6
843
$493K ﹤0.01%
4,530
-10
844
$491K ﹤0.01%
2,032
-380
845
$488K ﹤0.01%
50,205
+8,250
846
$488K ﹤0.01%
1,086
+176
847
$487K ﹤0.01%
9,238
+115
848
$484K ﹤0.01%
11,830
-230
849
$482K ﹤0.01%
8,764
+421
850
$481K ﹤0.01%
13,269
-1,202
32 33
34
35 36