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
901
$405K ﹤0.01%
15,591
-21
902
$405K ﹤0.01%
+9,596
903
$405K ﹤0.01%
15,172
+7,404
904
$404K ﹤0.01%
8,167
+689
905
$403K ﹤0.01%
4,574
-219
906
$402K ﹤0.01%
7,460
-12,499
907
$401K ﹤0.01%
1,803
-608
908
$398K ﹤0.01%
+8,692
909
$395K ﹤0.01%
4,256
+950
910
$391K ﹤0.01%
279
+4
911
$391K ﹤0.01%
13,560
+1,713
912
$390K ﹤0.01%
16,584
-8,736
913
$387K ﹤0.01%
6,806
+262
914
$384K ﹤0.01%
2,903
-1,182
915
$383K ﹤0.01%
11,694
-1,079
916
$382K ﹤0.01%
3,587
+711
917
$382K ﹤0.01%
57,261
+1,100
918
$377K ﹤0.01%
1,506
+37
919
$374K ﹤0.01%
3,023
+446
920
$373K ﹤0.01%
12,255
+507
921
$373K ﹤0.01%
1,833
+614
922
$372K ﹤0.01%
16,750
923
$370K ﹤0.01%
1,853
924
$369K ﹤0.01%
1,366
+76
925
$368K ﹤0.01%
20,403
-5,000
35 36
37
38 39