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
926
$226K ﹤0.01%
2,579
-361
927
$225K ﹤0.01%
+23,446
928
$224K ﹤0.01%
2,474
-106
929
$223K ﹤0.01%
4,853
-1,706
930
$223K ﹤0.01%
12,500
931
$223K ﹤0.01%
+2,509
932
$222K ﹤0.01%
4,476
+637
933
$221K ﹤0.01%
5,264
+575
934
$220K ﹤0.01%
+592
935
$219K ﹤0.01%
+2,822
936
$219K ﹤0.01%
+806
937
$218K ﹤0.01%
857
+69
938
$218K ﹤0.01%
4,934
+664
939
$218K ﹤0.01%
4,346
+297
940
$217K ﹤0.01%
919
+15
941
$217K ﹤0.01%
6,536
-648
942
$216K ﹤0.01%
+3,053
943
$216K ﹤0.01%
+1,826
944
$215K ﹤0.01%
+5,191
945
$215K ﹤0.01%
+8,155
946
$215K ﹤0.01%
+2,959
947
$215K ﹤0.01%
+6,249
948
$215K ﹤0.01%
+8,345
949
$214K ﹤0.01%
+4,229
950
$213K ﹤0.01%
7,718
+183
36 37
38
39 40