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
1026
$289K ﹤0.01%
5,993
-1,059
1027
$288K ﹤0.01%
1,630
-1,006
1028
$288K ﹤0.01%
+4,815
1029
$287K ﹤0.01%
14,690
-836
1030
$287K ﹤0.01%
7,596
-535
1031
$286K ﹤0.01%
1,476
-94
1032
$285K ﹤0.01%
8,115
-714
1033
$284K ﹤0.01%
+2,204
1034
$282K ﹤0.01%
4,696
-165
1035
$282K ﹤0.01%
32,858
-126
1036
$281K ﹤0.01%
+3,183
1037
$280K ﹤0.01%
3,238
+549
1038
$280K ﹤0.01%
1,899
-11
1039
$279K ﹤0.01%
4,057
-338
1040
$278K ﹤0.01%
2,353
-385
1041
$278K ﹤0.01%
1,117
+194
1042
$277K ﹤0.01%
12,521
1043
$275K ﹤0.01%
1,033
+6
1044
$274K ﹤0.01%
8,523
+1
1045
$274K ﹤0.01%
1,225
+113
1046
$273K ﹤0.01%
14,925
-87
1047
$273K ﹤0.01%
21,070
+2,215
1048
$272K ﹤0.01%
5,313
+1,444
1049
$271K ﹤0.01%
+4,234
1050
$271K ﹤0.01%
949
+1
40 41
42
43 44