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
901
$593K ﹤0.01%
49,521
-1
902
$586K ﹤0.01%
25,481
-1
903
$586K ﹤0.01%
3,033
+1,616
904
$586K ﹤0.01%
+4,686
905
$585K ﹤0.01%
15,269
-47,496
906
$584K ﹤0.01%
8,908
-10,119
907
$581K ﹤0.01%
1,774
+35
908
$580K ﹤0.01%
13,081
+2,802
909
$578K ﹤0.01%
3,450
+308
910
$576K ﹤0.01%
18,479
+502
911
$575K ﹤0.01%
23,992
+4,439
912
$571K ﹤0.01%
383,082
+243,066
913
$570K ﹤0.01%
10,417
-538
914
$565K ﹤0.01%
5,095
+1
915
$565K ﹤0.01%
45,000
916
$564K ﹤0.01%
13,838
-726
917
$564K ﹤0.01%
2,888
-3
918
$562K ﹤0.01%
8,638
+496
919
$560K ﹤0.01%
107,375
-704
920
$559K ﹤0.01%
+23,453
921
$558K ﹤0.01%
2,580
+78
922
$553K ﹤0.01%
9,110
-428
923
$552K ﹤0.01%
20,199
-48
924
$552K ﹤0.01%
20,818
925
$550K ﹤0.01%
14,068
-8,885
35 36
37
38 39