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
951
$339K ﹤0.01%
9,510
+492
952
$339K ﹤0.01%
6,639
-5,510
953
$339K ﹤0.01%
53,239
+24,270
954
$339K ﹤0.01%
5,221
+409
955
$337K ﹤0.01%
2,323
+7
956
$334K ﹤0.01%
2,596
+547
957
$334K ﹤0.01%
30,903
+3,303
958
$330K ﹤0.01%
13,200
959
$329K ﹤0.01%
3,147
-1,408
960
$328K ﹤0.01%
27,150
+12,450
961
$328K ﹤0.01%
11,373
+556
962
$328K ﹤0.01%
3,069
-216
963
$328K ﹤0.01%
3,292
-935
964
$327K ﹤0.01%
801
+73
965
$327K ﹤0.01%
992
-8
966
$327K ﹤0.01%
2,425
-111
967
$325K ﹤0.01%
6,436
-18,154
968
$325K ﹤0.01%
5,230
969
$325K ﹤0.01%
2,439
+691
970
$325K ﹤0.01%
2,038
+261
971
$325K ﹤0.01%
12,983
-1,411
972
$323K ﹤0.01%
1,767
-193
973
$322K ﹤0.01%
2,128
+77
974
$321K ﹤0.01%
7,810
-183
975
$321K ﹤0.01%
1,466
-198
37 38
39
40 41