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
851
$481K ﹤0.01%
11,864
-608
852
$479K ﹤0.01%
4,271
-745
853
$478K ﹤0.01%
90,810
+279
854
$473K ﹤0.01%
27,083
-3,100
855
$472K ﹤0.01%
3,641
+117
856
$468K ﹤0.01%
4,235
+351
857
$465K ﹤0.01%
1,723
-21
858
$461K ﹤0.01%
6,730
+577
859
$460K ﹤0.01%
4,349
+33
860
$459K ﹤0.01%
5,668
-162
861
$458K ﹤0.01%
26,970
+1,325
862
$456K ﹤0.01%
3,332
-798
863
$454K ﹤0.01%
5,063
-18
864
$447K ﹤0.01%
33,555
+6,733
865
$447K ﹤0.01%
8,610
+1,728
866
$446K ﹤0.01%
3,158
+92
867
$446K ﹤0.01%
1,597
+61
868
$446K ﹤0.01%
22,795
869
$444K ﹤0.01%
8,188
-102
870
$443K ﹤0.01%
7,863
-2,180
871
$443K ﹤0.01%
1,456
-120
872
$442K ﹤0.01%
7,740
+3,381
873
$440K ﹤0.01%
7,923
-240
874
$439K ﹤0.01%
4,708
+8
875
$439K ﹤0.01%
9,558
+4,433
33 34
35
36 37