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
876
$438K ﹤0.01%
23,855
877
$437K ﹤0.01%
5,682
-8,052
878
$436K ﹤0.01%
4,356
-1,743
879
$435K ﹤0.01%
5,543
+830
880
$433K ﹤0.01%
6,553
-75
881
$430K ﹤0.01%
14,046
+12
882
$429K ﹤0.01%
8,813
-4,045
883
$429K ﹤0.01%
14,008
+979
884
$429K ﹤0.01%
925
+103
885
$427K ﹤0.01%
5,488
+89
886
$427K ﹤0.01%
885
+50
887
$424K ﹤0.01%
11,109
+89
888
$423K ﹤0.01%
2,660
+76
889
$422K ﹤0.01%
12,931
-175
890
$421K ﹤0.01%
4,112
+342
891
$420K ﹤0.01%
2,406
+150
892
$420K ﹤0.01%
3,547
+761
893
$418K ﹤0.01%
7,632
-4,642
894
$416K ﹤0.01%
4,655
+222
895
$415K ﹤0.01%
31,730
896
$412K ﹤0.01%
10,775
-4,868
897
$412K ﹤0.01%
17,231
-39
898
$410K ﹤0.01%
13,395
-5,773
899
$407K ﹤0.01%
5,005
-208
900
$406K ﹤0.01%
9,430
+29
34 35
36
37 38