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
1001
$47.4K ﹤0.01%
1,317
-2,550
1002
$46.7K ﹤0.01%
25,661
1003
$44.9K ﹤0.01%
+13,086
1004
$44.4K ﹤0.01%
21,442
1005
$43.2K ﹤0.01%
+10,000
1006
$40.6K ﹤0.01%
39,435
+2,500
1007
$40.1K ﹤0.01%
10,666
-52,721
1008
$35.4K ﹤0.01%
8,000
+3,333
1009
$31.1K ﹤0.01%
10,200
-218
1010
$31.1K ﹤0.01%
1,689
1011
$27.9K ﹤0.01%
13,093
+1,170
1012
$26.3K ﹤0.01%
15,854
+300
1013
$22.7K ﹤0.01%
+11,621
1014
$20.3K ﹤0.01%
12,300
+300
1015
$18.5K ﹤0.01%
+2,067
1016
$15.7K ﹤0.01%
+13,557
1017
$8.17K ﹤0.01%
+36
1018
$7.87K ﹤0.01%
14,813
1019
$7.64K ﹤0.01%
5,000
1020
$6.65K ﹤0.01%
+24,621
1021
$4.74K ﹤0.01%
28,602
1022
$3.83K ﹤0.01%
260
1023
$3.38K ﹤0.01%
+1,300
1024
$2.99K ﹤0.01%
+125
1025
$1.87K ﹤0.01%
+155
39 40
41
42 43