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
901
$444K ﹤0.01%
31,730
902
$443K ﹤0.01%
+12,509
903
$438K ﹤0.01%
+1,663
904
$438K ﹤0.01%
22,008
+7,289
905
$432K ﹤0.01%
40,874
+9,909
906
$429K ﹤0.01%
10,590
-6,496
907
$429K ﹤0.01%
13,242
-153
908
$428K ﹤0.01%
2,748
+309
909
$427K ﹤0.01%
+13,226
910
$426K ﹤0.01%
9,615
-1,160
911
$426K ﹤0.01%
9,447
+17
912
$422K ﹤0.01%
15,972
-8,556
913
$420K ﹤0.01%
+8,026
914
$419K ﹤0.01%
11,032
+409
915
$418K ﹤0.01%
6,537
-16
916
$416K ﹤0.01%
4,174
-1,677
917
$414K ﹤0.01%
4,215
-1,226
918
$413K ﹤0.01%
8,219
+2,941
919
$413K ﹤0.01%
13,822
+262
920
$413K ﹤0.01%
1,255
+73
921
$412K ﹤0.01%
6,051
-13,991
922
$410K ﹤0.01%
3,316
+720
923
$410K ﹤0.01%
10,778
-916
924
$408K ﹤0.01%
2,985
+706
925
$408K ﹤0.01%
+35,283
35 36
37
38 39