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
876
$262K ﹤0.01%
25,407
877
$262K ﹤0.01%
9,754
+1,707
878
$259K ﹤0.01%
28,637
+3,332
879
$258K ﹤0.01%
+10,626
880
$258K ﹤0.01%
+2,544
881
$256K ﹤0.01%
+4,038
882
$255K ﹤0.01%
1,911
+110
883
$254K ﹤0.01%
6,194
+1,304
884
$254K ﹤0.01%
+10,957
885
$254K ﹤0.01%
+4,249
886
$253K ﹤0.01%
4,782
-673
887
$253K ﹤0.01%
+3,670
888
$253K ﹤0.01%
+25,000
889
$253K ﹤0.01%
13,924
890
$252K ﹤0.01%
46,318
-176,809
891
$252K ﹤0.01%
19,499
-20,155
892
$252K ﹤0.01%
10,183
-6,852
893
$250K ﹤0.01%
1,279
-144
894
$250K ﹤0.01%
972
+233
895
$249K ﹤0.01%
10,410
-8,190
896
$249K ﹤0.01%
45,858
+8,305
897
$249K ﹤0.01%
+4,633
898
$247K ﹤0.01%
1,374
+129
899
$246K ﹤0.01%
+8,990
900
$246K ﹤0.01%
33,278
34 35
36
37 38