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
76
$25.9M 0.13%
358,038
+189,850
77
$25.5M 0.13%
109,585
-1,139
78
$25.1M 0.12%
195,428
-654
79
$25M 0.12%
386,266
+26,189
80
$24.7M 0.12%
107,174
+5,351
81
$24.2M 0.12%
119,824
-30,170
82
$24.1M 0.12%
266,990
-16,532
83
$22.8M 0.11%
190,139
-32,064
84
– –
0
85
$22.6M 0.11%
253,034
-69,700
86
$22.2M 0.11%
267,063
+9,217
87
$21.8M 0.11%
1,050,319
+68,643
88
$21.8M 0.11%
266,630
+85,250
89
$21M 0.1%
260,366
+240,508
90
$21M 0.1%
95,116
-2,243
91
$20.9M 0.1%
174,433
-7,850
92
$20.6M 0.1%
172,749
+21,087
93
$20M 0.1%
117,217
+3,095
94
$20M 0.1%
22,316
-10,317
95
$19.9M 0.1%
77,159
+241
96
$19.5M 0.1%
765,310
+263,476
97
$19.2M 0.1%
111,517
+3,993
98
$19.1M 0.1%
137,273
-7,518
99
$19.1M 0.1%
106,338
-2,469
100
$19M 0.09%
176,576
-9,404
2 3
4
5 6