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
926
$368K ﹤0.01%
1,762
+187
927
$364K ﹤0.01%
1,488
-75
928
$360K ﹤0.01%
12,378
-2,097
929
$359K ﹤0.01%
3,951
+539
930
$358K ﹤0.01%
10,623
-12,464
931
$358K ﹤0.01%
6,177
-3,377
932
$357K ﹤0.01%
3,572
-68
933
$355K ﹤0.01%
+10,000
934
$352K ﹤0.01%
6,243
-1,168
935
$350K ﹤0.01%
8,905
-113
936
$350K ﹤0.01%
3,357
-18
937
$349K ﹤0.01%
6,956
+1,744
938
$349K ﹤0.01%
2,189
-120
939
$349K ﹤0.01%
25,371
+1,810
940
$348K ﹤0.01%
3,171
-273
941
$347K ﹤0.01%
1,691
-227
942
$344K ﹤0.01%
9,555
+2,290
943
$344K ﹤0.01%
6,162
-235
944
$344K ﹤0.01%
16,982
+4,222
945
$341K ﹤0.01%
22,485
-2,641
946
$341K ﹤0.01%
+23,613
947
$341K ﹤0.01%
+1,019
948
$340K ﹤0.01%
11,011
-281
949
$340K ﹤0.01%
2,382
+274
950
$339K ﹤0.01%
+12,751
36 37
38
39 40