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
76
$17.8M 0.14%
471,630
+8,350
77
$17.8M 0.14%
246,019
-178,614
78
$17.7M 0.13%
65,807
+26,151
79
$17.3M 0.13%
168,850
+27,898
80
$17.3M 0.13%
65,557
+22,705
81
$17.3M 0.13%
102,385
+2,061
82
$17.2M 0.13%
124,348
+16,523
83
$17.1M 0.13%
97,875
-21,684
84
$17.1M 0.13%
169,680
-113,266
85
$16.9M 0.13%
144,236
+9,808
86
$16.8M 0.13%
38,615
+1,949
87
$16.7M 0.13%
118,207
+39,401
88
$16.6M 0.13%
87,795
+4,324
89
$16.5M 0.13%
75,002
+3,196
90
$16.4M 0.13%
100,024
-2,723
91
$16.3M 0.12%
758,748
-99,687
92
$15.9M 0.12%
143,900
-3,030
93
$15.2M 0.12%
399,644
-17,974
94
$15.1M 0.12%
283,968
+13,746
95
$15M 0.11%
+275,342
96
$14.9M 0.11%
39,425
-10,586
97
$14.9M 0.11%
48,445
+5,617
98
$14.8M 0.11%
58,866
+1,404
99
$14.5M 0.11%
153,979
+14,796
100
$14.4M 0.11%
92,475
+13,948
2 3
4
5 6