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
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
976
$455K ﹤0.01%
6,354
-101
977
$452K ﹤0.01%
22,795
978
$452K ﹤0.01%
24,583
+28
979
$451K ﹤0.01%
12,042
+6
980
$451K ﹤0.01%
6,415
-3,102
981
$451K ﹤0.01%
10,096
+51
982
$450K ﹤0.01%
14,607
-1,496
983
$446K ﹤0.01%
8,154
984
$439K ﹤0.01%
3,978
+767
985
$438K ﹤0.01%
21,397
-4,502
986
$437K ﹤0.01%
+9,895
987
$436K ﹤0.01%
9,200
+323
988
$436K ﹤0.01%
8,532
+1,079
989
$434K ﹤0.01%
908
-27
990
$431K ﹤0.01%
33,217
-1,324
991
$430K ﹤0.01%
12,039
+1,057
992
$429K ﹤0.01%
2,804
+86
993
$429K ﹤0.01%
+6,941
994
$428K ﹤0.01%
14,132
-1,973
995
$422K ﹤0.01%
13,386
-563
996
$420K ﹤0.01%
17,567
+4,900
997
$420K ﹤0.01%
14,112
+2,645
998
$419K ﹤0.01%
2,586
+10
999
$419K ﹤0.01%
2,015
-12
1000
$415K ﹤0.01%
6,713
+2,793
38 39
40
41 42