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
951
$210K ﹤0.01%
4,199
-1,766
952
$210K ﹤0.01%
1,631
-221
953
$210K ﹤0.01%
2,896
+80
954
$209K ﹤0.01%
+5,072
955
$208K ﹤0.01%
+995
956
$207K ﹤0.01%
+5,850
957
$205K ﹤0.01%
12,830
-353
958
$205K ﹤0.01%
+4,848
959
$205K ﹤0.01%
2,168
+86
960
$205K ﹤0.01%
+6,082
961
$204K ﹤0.01%
+2,001
962
$204K ﹤0.01%
+5,602
963
$202K ﹤0.01%
+10,300
964
$201K ﹤0.01%
+2,395
965
$201K ﹤0.01%
4,030
-9
966
$201K ﹤0.01%
5,824
-3,678
967
$201K ﹤0.01%
1,231
+3
968
$200K ﹤0.01%
+5,744
969
$199K ﹤0.01%
+10,807
970
$194K ﹤0.01%
27,127
971
$190K ﹤0.01%
14,641
972
$181K ﹤0.01%
18,394
-17,500
973
$175K ﹤0.01%
+10,192
974
$171K ﹤0.01%
16,812
+298
975
$171K ﹤0.01%
3,453
37 38
39
40 41