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
1001
$303K ﹤0.01%
192
+34
1002
$302K ﹤0.01%
4,562
-383
1003
$302K ﹤0.01%
+6,050
1004
$302K ﹤0.01%
18,575
-669
1005
$302K ﹤0.01%
20,732
1006
$302K ﹤0.01%
6,800
-85
1007
$300K ﹤0.01%
1,624
+254
1008
$299K ﹤0.01%
13,599
-9,246
1009
$298K ﹤0.01%
1,504
-84
1010
$298K ﹤0.01%
10,862
-1,275
1011
$298K ﹤0.01%
30,836
-79,347
1012
$297K ﹤0.01%
1,707
+216
1013
$296K ﹤0.01%
17,272
+4,476
1014
$296K ﹤0.01%
5,178
-218
1015
$296K ﹤0.01%
957
+18
1016
$295K ﹤0.01%
6,826
-466
1017
$295K ﹤0.01%
2,279
-5
1018
$292K ﹤0.01%
10,736
-338
1019
$292K ﹤0.01%
1,168
-108
1020
$291K ﹤0.01%
14,550
1021
$291K ﹤0.01%
7,340
-355
1022
$290K ﹤0.01%
4,321
-336
1023
$289K ﹤0.01%
2,478
-5,585
1024
$289K ﹤0.01%
6,900
+250
1025
$289K ﹤0.01%
10,655
+381
39 40
41
42 43