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
1051
$369K ﹤0.01%
1,058
+19
1052
$368K ﹤0.01%
17,340
+641
1053
$367K ﹤0.01%
8,905
1054
$366K ﹤0.01%
+13,353
1055
$363K ﹤0.01%
8,232
-16,958
1056
$361K ﹤0.01%
5,252
-363
1057
$360K ﹤0.01%
+10,857
1058
$359K ﹤0.01%
6,078
-1,453
1059
$358K ﹤0.01%
+4,421
1060
$357K ﹤0.01%
+53,000
1061
$356K ﹤0.01%
4,918
-122
1062
$356K ﹤0.01%
192
+22
1063
$354K ﹤0.01%
+8,609
1064
$353K ﹤0.01%
4,623
-177
1065
$352K ﹤0.01%
5,531
+13
1066
$352K ﹤0.01%
18,374
-1,191
1067
$352K ﹤0.01%
4,663
-181
1068
$352K ﹤0.01%
5,423
+3,297
1069
$351K ﹤0.01%
7,989
-1,458
1070
$349K ﹤0.01%
8,635
-1,081
1071
$346K ﹤0.01%
+7,273
1072
$346K ﹤0.01%
808
-98
1073
$344K ﹤0.01%
+1,866
1074
$343K ﹤0.01%
6,377
+7
1075
$340K ﹤0.01%
9,857
-201
41 42
43
44 45