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
901
$244K ﹤0.01%
6,005
-275
902
$242K ﹤0.01%
+8,256
903
$242K ﹤0.01%
2,631
-1,977
904
$241K ﹤0.01%
+6,389
905
$240K ﹤0.01%
1,626
+145
906
$240K ﹤0.01%
+9,632
907
$240K ﹤0.01%
1,311
+167
908
$239K ﹤0.01%
6,370
909
$238K ﹤0.01%
+4,004
910
$238K ﹤0.01%
+1,977
911
$238K ﹤0.01%
4,908
+82
912
$238K ﹤0.01%
2,372
913
$238K ﹤0.01%
10,718
-57,757
914
$237K ﹤0.01%
6,942
-1,788
915
$237K ﹤0.01%
+2,619
916
$235K ﹤0.01%
8,067
-306
917
$234K ﹤0.01%
2,455
+112
918
$233K ﹤0.01%
14,581
-4,551
919
$233K ﹤0.01%
14,540
+227
920
$230K ﹤0.01%
+25,773
921
$230K ﹤0.01%
+561
922
$230K ﹤0.01%
13,659
-162,843
923
$230K ﹤0.01%
5,262
-3,760
924
$229K ﹤0.01%
16,687
+6,635
925
$226K ﹤0.01%
13,499
-6,841
35 36
37
38 39