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
1051
$270K ﹤0.01%
917
-285
1052
$269K ﹤0.01%
6,209
+44
1053
$269K ﹤0.01%
2,257
+69
1054
$268K ﹤0.01%
13,975
1055
$268K ﹤0.01%
9,456
+907
1056
$267K ﹤0.01%
3,315
-432
1057
$267K ﹤0.01%
2,977
+164
1058
$266K ﹤0.01%
35
+3
1059
$266K ﹤0.01%
25,217
-2,438
1060
$266K ﹤0.01%
12,438
-2,032
1061
$266K ﹤0.01%
5,278
-190
1062
$261K ﹤0.01%
6,370
1063
$260K ﹤0.01%
+7,737
1064
$259K ﹤0.01%
2,283
+344
1065
$258K ﹤0.01%
5,330
-272
1066
$258K ﹤0.01%
3,480
+13
1067
$258K ﹤0.01%
4,609
+611
1068
$257K ﹤0.01%
2,777
-63
1069
$256K ﹤0.01%
3,872
-219
1070
$256K ﹤0.01%
1,191
+45
1071
$256K ﹤0.01%
30,965
+19,017
1072
$255K ﹤0.01%
6,849
-307
1073
$255K ﹤0.01%
2,963
-196
1074
$251K ﹤0.01%
11,486
1075
$249K ﹤0.01%
+1,794
41 42
43
44 45