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
951
$500K ﹤0.01%
9,713
+1,089
952
$499K ﹤0.01%
4,459
-1,878
953
$498K ﹤0.01%
11,056
+15
954
$494K ﹤0.01%
14,473
+3,518
955
$494K ﹤0.01%
8,400
956
$494K ﹤0.01%
7,831
-400
957
$492K ﹤0.01%
7,752
958
$491K ﹤0.01%
8,423
+386
959
$491K ﹤0.01%
1,490
+42
960
$490K ﹤0.01%
2,609
+89
961
$485K ﹤0.01%
20,612
962
$481K ﹤0.01%
89,178
963
$476K ﹤0.01%
5,847
+536
964
$473K ﹤0.01%
9,717
-1,088
965
$473K ﹤0.01%
13,743
+1,776
966
$471K ﹤0.01%
+15,650
967
$464K ﹤0.01%
44,850
+463
968
$463K ﹤0.01%
21,071
-1,220
969
$462K ﹤0.01%
8,970
-1,725
970
$462K ﹤0.01%
18,204
-9,900
971
$461K ﹤0.01%
+1,379
972
$461K ﹤0.01%
31,162
+142
973
$460K ﹤0.01%
3,633
-34
974
$459K ﹤0.01%
5,916
-542
975
$456K ﹤0.01%
6,496
-702
37 38
39
40 41