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
926
$548K ﹤0.01%
7,207
-607
927
$547K ﹤0.01%
4,192
+114
928
$542K ﹤0.01%
10,871
-3,744
929
$540K ﹤0.01%
48,158
-5,190
930
$537K ﹤0.01%
8,982
+3,982
931
$537K ﹤0.01%
894,319
-40,000
932
$535K ﹤0.01%
1,052
-139
933
$533K ﹤0.01%
7,394
+2,862
934
$529K ﹤0.01%
4,688
-815
935
$527K ﹤0.01%
+12,584
936
$524K ﹤0.01%
5,580
+53
937
$523K ﹤0.01%
5,476
-2,710
938
$521K ﹤0.01%
3,127
-229
939
$521K ﹤0.01%
6,314
+489
940
$520K ﹤0.01%
17,422
-746
941
$519K ﹤0.01%
+14,583
942
$519K ﹤0.01%
7,167
-1,207
943
$519K ﹤0.01%
3,177
-1,266
944
$518K ﹤0.01%
19,470
+8,330
945
$517K ﹤0.01%
18,982
+220
946
$517K ﹤0.01%
1,736
-913
947
$513K ﹤0.01%
49,886
-1,005
948
$511K ﹤0.01%
146,367
949
$508K ﹤0.01%
14,157
+1,007
950
$503K ﹤0.01%
+2,425
36 37
38
39 40