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
826
$571K ﹤0.01%
5,499
+3
827
$564K ﹤0.01%
+9,232
828
$563K ﹤0.01%
24,341
-24,989
829
$559K ﹤0.01%
13,609
+4,054
830
$556K ﹤0.01%
11,795
-35
831
$556K ﹤0.01%
3,582
+250
832
$556K ﹤0.01%
2,073
+350
833
$554K ﹤0.01%
9,774
-71
834
$552K ﹤0.01%
11,370
+430
835
$552K ﹤0.01%
946
+61
836
$551K ﹤0.01%
14,290
+4,780
837
$550K ﹤0.01%
4,629
+1,082
838
$549K ﹤0.01%
4,272
+1
839
$545K ﹤0.01%
1,107
+182
840
$539K ﹤0.01%
90,810
841
$538K ﹤0.01%
2,390
+628
842
$538K ﹤0.01%
998
+5
843
$538K ﹤0.01%
7,752
-1,294
844
$536K ﹤0.01%
146,367
-1,400
845
$532K ﹤0.01%
21,278
846
$531K ﹤0.01%
44,358
+18,319
847
$530K ﹤0.01%
21,684
-2,061
848
$524K ﹤0.01%
5,231
+641
849
$523K ﹤0.01%
8,417
+677
850
$523K ﹤0.01%
46,570
+29,548
32 33
34
35 36