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
1001
$415K ﹤0.01%
8,756
-5,268
1002
$415K ﹤0.01%
3,202
+4
1003
$413K ﹤0.01%
8,229
+3,252
1004
$410K ﹤0.01%
31,729
-1
1005
$409K ﹤0.01%
27,771
-1,264
1006
$407K ﹤0.01%
17,917
+402
1007
$407K ﹤0.01%
21,278
1008
$406K ﹤0.01%
+4,487
1009
$405K ﹤0.01%
4,799
-366
1010
$404K ﹤0.01%
7,717
+58
1011
$401K ﹤0.01%
+3,443
1012
$401K ﹤0.01%
8,040
+2,592
1013
$400K ﹤0.01%
+7,687
1014
$400K ﹤0.01%
4,304
+20
1015
$400K ﹤0.01%
7,014
+3,201
1016
$399K ﹤0.01%
+7,870
1017
$395K ﹤0.01%
26,593
-894
1018
$395K ﹤0.01%
9,128
-150
1019
$395K ﹤0.01%
13,613
-38,858
1020
$394K ﹤0.01%
2,876
-77
1021
$394K ﹤0.01%
17,125
-12,782
1022
$393K ﹤0.01%
10,812
+5,151
1023
$392K ﹤0.01%
+904
1024
$390K ﹤0.01%
3,687
+70
1025
$390K ﹤0.01%
750
-34
39 40
41
42 43