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
851
$277K ﹤0.01%
13,205
+8
852
$276K ﹤0.01%
4,855
+1,012
853
$275K ﹤0.01%
3,831
+384
854
$274K ﹤0.01%
5,050
-418
855
$273K ﹤0.01%
1,357
+30
856
$273K ﹤0.01%
1,245
+144
857
$273K ﹤0.01%
1,068
+84
858
$271K ﹤0.01%
+7,984
859
$271K ﹤0.01%
9,360
+229
860
$271K ﹤0.01%
19,500
861
$269K ﹤0.01%
1,776
+112
862
$269K ﹤0.01%
+3,410
863
$269K ﹤0.01%
2,125
+316
864
$268K ﹤0.01%
3,796
+575
865
$268K ﹤0.01%
3,862
+71
866
$267K ﹤0.01%
7,356
-334
867
$267K ﹤0.01%
4,969
+1,125
868
$266K ﹤0.01%
5,070
869
$266K ﹤0.01%
3,573
+1,433
870
$266K ﹤0.01%
3,568
+1
871
$264K ﹤0.01%
4,561
-971
872
$263K ﹤0.01%
+1,523
873
$263K ﹤0.01%
4,622
+183
874
$262K ﹤0.01%
3,255
+24
875
$262K ﹤0.01%
9,557
+2,179
33 34
35
36 37