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
$13.3B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,344
New
Increased
Reduced
Closed

Top Buys

1
+$264M
2
+$67.2M
3
+$60.6M
4
AAPL icon
Apple
AAPL
+$44.9M
5
NVDA icon
NVIDIA
NVDA
+$43.3M

Top Sells

1
+$46.8M
2
+$46.7M
3
+$40.9M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$25.8M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$23M

Sector Composition

1 Technology 16.5%
2 Financials 4.19%
3 Healthcare 4.08%
4 Consumer Discretionary 3.83%
5 Communication Services 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$378K ﹤0.01%
+9,334
952
$378K ﹤0.01%
46,740
+18,400
953
$376K ﹤0.01%
1,407
-99
954
$375K ﹤0.01%
11,255
+650
955
$375K ﹤0.01%
53,789
956
$374K ﹤0.01%
2,871
-276
957
$374K ﹤0.01%
5,911
958
$373K ﹤0.01%
+6,926
959
$373K ﹤0.01%
12,609
-142
960
$372K ﹤0.01%
1,870
-961
961
$371K ﹤0.01%
8,905
962
$371K ﹤0.01%
10,258
-21,122
963
$370K ﹤0.01%
3,347
-888
964
$370K ﹤0.01%
6,364
-442
965
$369K ﹤0.01%
+1,694
966
$367K ﹤0.01%
8,291
-93
967
$366K ﹤0.01%
6,956
968
$366K ﹤0.01%
+14,452
969
$365K ﹤0.01%
11,530
-848
970
$364K ﹤0.01%
5,340
-126
971
$362K ﹤0.01%
3,584
+29
972
$362K ﹤0.01%
+1,426
973
$361K ﹤0.01%
5,230
974
$360K ﹤0.01%
5,102
-119
975
$360K ﹤0.01%
6,074
-1,789
37 38
39
40 41