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 icon
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
76
$36.3M 0.16%
210,150
+1,814
77
$36.1M 0.16%
709,719
-57,751
78
$35.4M 0.16%
92,251
+8,681
79
$33.9M 0.15%
73,816
+2,147
80
$32M 0.14%
119,420
+10,499
81
$31.8M 0.14%
219,467
+59,604
82
$31.7M 0.14%
186,038
-147,358
83
$31.7M 0.14%
1,153,327
-54,424
84
$30.5M 0.14%
236,846
+16,225
85
$30.4M 0.14%
117,648
+10,953
86
$30.3M 0.14%
152,012
-9,939
87
$29.9M 0.13%
213,773
+79,716
88
$29.4M 0.13%
373,153
+101,404
89
$29.3M 0.13%
279,803
-7,775
90
$28.8M 0.13%
139,569
+18,208
91
$28.4M 0.13%
1,492,124
+142,302
92
$28.4M 0.13%
57,309
+4,164
93
$28.1M 0.13%
129,220
+12,322
94
$28.1M 0.13%
237,521
-82,573
95
$27.7M 0.12%
180,332
-96,969
96
$27.3M 0.12%
158,297
-4,343
97
$27M 0.12%
319,403
-45,088
98
$26.8M 0.12%
142,547
+364
99
$26.6M 0.12%
323,200
+143,267
100
$26.4M 0.12%
546,395
+20,108
2 3
4
5 6