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
– –
-18,585
1028
– –
-23,398
1029
– –
-12,439
1030
– –
-1,180
1031
– –
-3,614
1032
– –
-12,015
1033
– –
-15,000
1034
– –
-237,324
1035
– –
-3,144
1036
– –
-17,296
1037
– –
-3,227
1038
– –
-2,176
1039
– –
-4,769
1040
– –
-7,374
1041
– –
-5,095
1042
– –
-21,158
1043
– –
-8,577
1044
– –
-16,390
1045
– –
-61,460
1046
– –
-8,536
1047
– –
-18,779
1048
– –
-8,350
1049
– –
-11,587
1050
– –
-28,991
40 41
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43 44