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
851
$521K ﹤0.01%
+22,193
852
$520K ﹤0.01%
2,044
+12
853
$518K ﹤0.01%
17,747
-6,575
854
$516K ﹤0.01%
3,595
-69,246
855
$516K ﹤0.01%
34,736
-8,709
856
$516K ﹤0.01%
9,625
-5,251
857
$516K ﹤0.01%
+5,337
858
$511K ﹤0.01%
3,638
-499
859
$510K ﹤0.01%
11,338
+838
860
$510K ﹤0.01%
9,070
-168
861
$509K ﹤0.01%
7,014
+284
862
$509K ﹤0.01%
5,301
+238
863
$508K ﹤0.01%
10,000
864
$507K ﹤0.01%
21,733
+4,751
865
$504K ﹤0.01%
8,125
-42
866
$502K ﹤0.01%
14,846
+800
867
$502K ﹤0.01%
8,574
+2,412
868
$501K ﹤0.01%
3,155
+252
869
$500K ﹤0.01%
8,585
-1,115
870
$498K ﹤0.01%
5,471
-17
871
$498K ﹤0.01%
10,000
872
$493K ﹤0.01%
13,106
-163
873
$490K ﹤0.01%
25,390
-1,580
874
$489K ﹤0.01%
3,153
-5
875
$488K ﹤0.01%
4,472
-2,904
33 34
35
36 37