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
876
$637K ﹤0.01%
6,429
877
$637K ﹤0.01%
2,844
+87
878
$633K ﹤0.01%
66,325
-8,910
879
$633K ﹤0.01%
4,296
-179
880
$632K ﹤0.01%
20,720
-861
881
$632K ﹤0.01%
16,823
882
$632K ﹤0.01%
3,666
+822
883
$627K ﹤0.01%
12,065
-2,958
884
$625K ﹤0.01%
550,666
-230
885
$624K ﹤0.01%
5,120
+55
886
$620K ﹤0.01%
4,580
+40
887
$618K ﹤0.01%
74,900
888
$617K ﹤0.01%
5,884
-2,087
889
$612K ﹤0.01%
8,158
+1,059
890
$611K ﹤0.01%
29,643
-3,975
891
$610K ﹤0.01%
14,890
-137
892
$609K ﹤0.01%
1,806
-78
893
$606K ﹤0.01%
6,949
+2,259
894
$605K ﹤0.01%
13,600
895
$601K ﹤0.01%
+43,284
896
$597K ﹤0.01%
24,612
-46
897
$595K ﹤0.01%
25,210
898
$595K ﹤0.01%
3,513
-89
899
$595K ﹤0.01%
9,260
-536
900
$593K ﹤0.01%
84,999
-1,058
34 35
36
37 38