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
1051
$297K ﹤0.01%
12,521
1052
$294K ﹤0.01%
2,976
+199
1053
$293K ﹤0.01%
+3,957
1054
$293K ﹤0.01%
2,547
-1,094
1055
$292K ﹤0.01%
12,312
+2,076
1056
$291K ﹤0.01%
4,336
-465
1057
$290K ﹤0.01%
25,019
-714,121
1058
$290K ﹤0.01%
1,644
-63
1059
$286K ﹤0.01%
+4,207
1060
$286K ﹤0.01%
1,326
-178
1061
$285K ﹤0.01%
15,054
+3,446
1062
$285K ﹤0.01%
9,416
-40
1063
$285K ﹤0.01%
3,401
+749
1064
$284K ﹤0.01%
6,270
-579
1065
$282K ﹤0.01%
44,434
-8,805
1066
$279K ﹤0.01%
113,463
1067
$279K ﹤0.01%
3,786
-8,446
1068
$279K ﹤0.01%
7,717
-398
1069
$278K ﹤0.01%
13,924
1070
$278K ﹤0.01%
1,890
-535
1071
$275K ﹤0.01%
+3,759
1072
$275K ﹤0.01%
951
+2
1073
$274K ﹤0.01%
+5,897
1074
$274K ﹤0.01%
20,770
-300
1075
$271K ﹤0.01%
+2,087
41 42
43
44 45