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
876
$483K ﹤0.01%
322
+43
877
$481K ﹤0.01%
11,458
-926
878
$481K ﹤0.01%
5,598
+55
879
$475K ﹤0.01%
22,795
880
$474K ﹤0.01%
8,154
-34
881
$474K ﹤0.01%
4,570
-85
882
$470K ﹤0.01%
8,559
+636
883
$469K ﹤0.01%
4,546
-28
884
$468K ﹤0.01%
20,112
-13,306
885
$466K ﹤0.01%
23,855
886
$466K ﹤0.01%
1,716
-181
887
$462K ﹤0.01%
2,580
+391
888
$460K ﹤0.01%
3,980
-132
889
$459K ﹤0.01%
9,667
-11,625
890
$458K ﹤0.01%
+20,930
891
$457K ﹤0.01%
14,249
+241
892
$457K ﹤0.01%
8,982
+1,642
893
$457K ﹤0.01%
18,168
+1,418
894
$456K ﹤0.01%
+4,758
895
$453K ﹤0.01%
2,709
+49
896
$449K ﹤0.01%
18,910
+2,326
897
$447K ﹤0.01%
4,714
+6
898
$446K ﹤0.01%
8,814
+2,342
899
$446K ﹤0.01%
8,340
+1,440
900
$444K ﹤0.01%
1,940
+316
34 35
36
37 38