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
$12.2B
AUM Growth
+$989M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,284
New
Increased
Reduced
Closed

Top Buys

1
+$258M
2
+$47.9M
3
+$47.6M
4
MSFT icon
Microsoft
MSFT
+$39.6M
5
NVDA icon
NVIDIA
NVDA
+$27.7M

Top Sells

1
+$84.2M
2
+$29.8M
3
+$24.5M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$18.6M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$18.1M

Sector Composition

1 Technology 16.34%
2 Healthcare 4.08%
3 Financials 3.89%
4 Consumer Discretionary 3.53%
5 Communication Services 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$321K ﹤0.01%
1,182
-13
977
$320K ﹤0.01%
3,555
-740
978
$319K ﹤0.01%
24,992
+600
979
$319K ﹤0.01%
26,039
+4,159
980
$318K ﹤0.01%
+8,812
981
$316K ﹤0.01%
+6,472
982
$315K ﹤0.01%
1,198
+29
983
$314K ﹤0.01%
6,480
+76
984
$314K ﹤0.01%
+8,181
985
$313K ﹤0.01%
+2,270
986
$313K ﹤0.01%
1,424
-141
987
$312K ﹤0.01%
6,185
-322
988
$312K ﹤0.01%
8,384
-364
989
$312K ﹤0.01%
5,373
-698
990
$311K ﹤0.01%
+7,144
991
$310K ﹤0.01%
804
+202
992
$310K ﹤0.01%
4,801
-109
993
$309K ﹤0.01%
12,184
-1,109
994
$308K ﹤0.01%
10,605
-2,315
995
$308K ﹤0.01%
+27,145
996
$308K ﹤0.01%
1,246
997
$307K ﹤0.01%
+10,600
998
$306K ﹤0.01%
8,881
-1,156
999
$306K ﹤0.01%
8,593
+762
1000
$304K ﹤0.01%
5,600
38 39
40
41 42