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
851
$691K ﹤0.01%
12,794
-14
852
$688K ﹤0.01%
52,142
+2
853
$687K ﹤0.01%
56,848
854
$685K ﹤0.01%
6,571
-1,305
855
$680K ﹤0.01%
14,312
+1,012
856
$679K ﹤0.01%
+4,844
857
$675K ﹤0.01%
3,039
+61
858
$671K ﹤0.01%
34,237
+11,741
859
$670K ﹤0.01%
26,369
+941
860
$664K ﹤0.01%
21,200
861
$661K ﹤0.01%
20,289
+491
862
$660K ﹤0.01%
13,676
+3,855
863
$658K ﹤0.01%
20,003
+6,986
864
$654K ﹤0.01%
38,029
+978
865
$654K ﹤0.01%
3,117
-311
866
$651K ﹤0.01%
1,925
-295
867
$648K ﹤0.01%
38,957
+2,840
868
$647K ﹤0.01%
45,805
869
$646K ﹤0.01%
+8,152
870
$646K ﹤0.01%
+39,578
871
$646K ﹤0.01%
8,438
+97
872
$642K ﹤0.01%
1,742
+8
873
$641K ﹤0.01%
8,910
+1,000
874
$640K ﹤0.01%
+5,601
875
$639K ﹤0.01%
+16,987
33 34
35
36 37