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
826
$759K ﹤0.01%
5,117
+22
827
$752K ﹤0.01%
10,204
-6,436
828
$752K ﹤0.01%
10,006
-1,146
829
$748K ﹤0.01%
76,186
+371
830
$747K ﹤0.01%
46,895
831
$746K ﹤0.01%
2,356
-236
832
$742K ﹤0.01%
9,016
-775
833
$741K ﹤0.01%
7,228
+16
834
$739K ﹤0.01%
16,367
835
$738K ﹤0.01%
15,699
-709
836
$735K ﹤0.01%
43,606
+2,168
837
$735K ﹤0.01%
5,269
+22
838
$733K ﹤0.01%
33,428
-30
839
$731K ﹤0.01%
4,147
-347
840
$726K ﹤0.01%
64,724
-6,090
841
$718K ﹤0.01%
1,270
+113
842
$717K ﹤0.01%
5,773
+498
843
$714K ﹤0.01%
+19,596
844
$712K ﹤0.01%
5,886
+1,845
845
$711K ﹤0.01%
6,330
846
$710K ﹤0.01%
94,344
847
$708K ﹤0.01%
2,893
848
$706K ﹤0.01%
14,866
+266
849
$699K ﹤0.01%
9,824
-1,126
850
$695K ﹤0.01%
72,530
-2,531
32 33
34
35 36