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
1026
$1.76K ﹤0.01%
+1,861
1027
– –
-3,227
1028
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-2,176
1029
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-4,769
1030
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-7,374
1031
– –
-8,900
1032
– –
-8,886
1033
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-10,606
1034
– –
-7,948
1035
– –
-37,367
1036
– –
-7,670
1037
– –
-1,291
1038
– –
-3,588
1039
– –
-8,836
1040
– –
0
1041
– –
-15,103
1042
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-9,770
1043
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-2,504
1044
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-36,535
1045
– –
-57,688
1046
– –
-30,625
1047
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-12,439
1048
– –
-1,180
1049
– –
-3,614
1050
– –
-12,015
40 41
42
43 44