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
1026
$389K ﹤0.01%
208
+10
1027
$388K ﹤0.01%
3,337
-20
1028
$387K ﹤0.01%
56,161
1029
$386K ﹤0.01%
1,140
-207
1030
$385K ﹤0.01%
2,179
+204
1031
$384K ﹤0.01%
1,208
-65
1032
$383K ﹤0.01%
10,002
-2,998
1033
$383K ﹤0.01%
25,141
-4,197
1034
$381K ﹤0.01%
2,489
+231
1035
$381K ﹤0.01%
1,796
+8
1036
$381K ﹤0.01%
2,417
+3
1037
$380K ﹤0.01%
4,996
-208
1038
$380K ﹤0.01%
5,458
-1,078
1039
$378K ﹤0.01%
3,159
-88
1040
$377K ﹤0.01%
+9,845
1041
$375K ﹤0.01%
19,792
+9,322
1042
$375K ﹤0.01%
8,446
+67
1043
$374K ﹤0.01%
13,782
-4,961
1044
$374K ﹤0.01%
1,788
-2,844
1045
$373K ﹤0.01%
25,471
+100
1046
$373K ﹤0.01%
4,659
+411
1047
$372K ﹤0.01%
4,887
-137
1048
$372K ﹤0.01%
53,039
-750
1049
$371K ﹤0.01%
11,278
-106,962
1050
$370K ﹤0.01%
6,349
+2,124
40 41
42
43 44