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
976
$359K ﹤0.01%
25,180
-191
977
$357K ﹤0.01%
3,585
+347
978
$354K ﹤0.01%
4,981
-7,644
979
$354K ﹤0.01%
2,236
-87
980
$354K ﹤0.01%
1,520
-77
981
$354K ﹤0.01%
+12,560
982
$354K ﹤0.01%
5,969
-274
983
$353K ﹤0.01%
19,447
+2,175
984
$353K ﹤0.01%
6,907
+268
985
$350K ﹤0.01%
2,130
+2
986
$347K ﹤0.01%
8,522
-1
987
$346K ﹤0.01%
19,206
+631
988
$346K ﹤0.01%
934
-23
989
$345K ﹤0.01%
1,328
+82
990
$344K ﹤0.01%
732
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991
$341K ﹤0.01%
+5,121
992
$340K ﹤0.01%
1,951
+155
993
$339K ﹤0.01%
12,042
-21,603
994
$337K ﹤0.01%
2,314
-39
995
$336K ﹤0.01%
+9,184
996
$334K ﹤0.01%
13,200
997
$334K ﹤0.01%
11,476
+740
998
$331K ﹤0.01%
1,322
+205
999
$331K ﹤0.01%
15,633
+708
1000
$330K ﹤0.01%
2,935
-1,181
38 39
40
41 42