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
1001
$329K ﹤0.01%
7,282
+138
1002
$329K ﹤0.01%
1,355
-69
1003
$328K ﹤0.01%
12,532
+1,877
1004
$328K ﹤0.01%
1,341
+116
1005
$328K ﹤0.01%
+951
1006
$327K ﹤0.01%
1,688
-697
1007
$327K ﹤0.01%
2,274
-749
1008
$327K ﹤0.01%
6,800
1009
$327K ﹤0.01%
3,226
-66
1010
$327K ﹤0.01%
6,370
1011
$326K ﹤0.01%
11,099
-274
1012
$326K ﹤0.01%
1,042
+9
1013
$325K ﹤0.01%
23,753
-1,239
1014
$325K ﹤0.01%
2,945
-3,729
1015
$324K ﹤0.01%
2,191
-13
1016
$324K ﹤0.01%
4,241
+7
1017
$324K ﹤0.01%
14,386
+2,900
1018
$324K ﹤0.01%
39,046
+8,143
1019
$324K ﹤0.01%
+8,958
1020
$324K ﹤0.01%
+4,908
1021
$323K ﹤0.01%
8,645
-236
1022
$323K ﹤0.01%
3,348
+165
1023
$322K ﹤0.01%
1,191
+23
1024
$320K ﹤0.01%
1,793
+102
1025
$318K ﹤0.01%
33,500
-1,000
39 40
41
42 43