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
976
$168K ﹤0.01%
17,367
-146
977
$168K ﹤0.01%
11,725
-3,280
978
$156K ﹤0.01%
42,028
979
$153K ﹤0.01%
20,000
980
$151K ﹤0.01%
10,500
981
$143K ﹤0.01%
10,793
+355
982
$142K ﹤0.01%
10,773
-431
983
$135K ﹤0.01%
2,415
+795
984
$135K ﹤0.01%
14,704
-180,544
985
$134K ﹤0.01%
11,469
-643
986
$133K ﹤0.01%
13,103
-6,343
987
$132K ﹤0.01%
10,000
988
$132K ﹤0.01%
13,026
989
$131K ﹤0.01%
11,211
-23,417
990
$126K ﹤0.01%
+13,483
991
$125K ﹤0.01%
19,001
-71
992
$110K ﹤0.01%
10,000
-3,333
993
$108K ﹤0.01%
+13,362
994
$106K ﹤0.01%
10,330
+327
995
$95.5K ﹤0.01%
10,275
-99,071
996
$81K ﹤0.01%
12,374
+274
997
$64.3K ﹤0.01%
10,626
+33
998
$60.3K ﹤0.01%
10,100
999
$54.1K ﹤0.01%
3,682
1000
$50.2K ﹤0.01%
15,408
38 39
40
41 42