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
1026
$316K ﹤0.01%
5,310
-3
1027
$315K ﹤0.01%
+171
1028
$315K ﹤0.01%
20,732
1029
$314K ﹤0.01%
+6,484
1030
$314K ﹤0.01%
10,015
+1,203
1031
$311K ﹤0.01%
198
+6
1032
$309K ﹤0.01%
+3,898
1033
$308K ﹤0.01%
1,730
-73
1034
$306K ﹤0.01%
+2,923
1035
$305K ﹤0.01%
1,837
+218
1036
$305K ﹤0.01%
4,696
1037
$304K ﹤0.01%
1,856
+62
1038
$304K ﹤0.01%
1,375
-91
1039
$303K ﹤0.01%
7,473
-1,120
1040
$303K ﹤0.01%
2,439
+5
1041
$302K ﹤0.01%
5,121
-1,056
1042
$302K ﹤0.01%
+4,912
1043
$302K ﹤0.01%
10,600
1044
$301K ﹤0.01%
1,038
+174
1045
$300K ﹤0.01%
10,524
1046
$300K ﹤0.01%
2,283
1047
$300K ﹤0.01%
4,867
-1,126
1048
$299K ﹤0.01%
12,765
-834
1049
$299K ﹤0.01%
1,899
1050
$298K ﹤0.01%
4,243
+1,174
40 41
42
43 44