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
1076
$248K ﹤0.01%
7,574
-1,517
1077
$248K ﹤0.01%
+4,906
1078
$247K ﹤0.01%
8,559
-1,126
1079
$247K ﹤0.01%
4,621
+182
1080
$246K ﹤0.01%
4,659
-634
1081
$246K ﹤0.01%
1,286
+50
1082
$246K ﹤0.01%
1,729
-145
1083
$245K ﹤0.01%
+44,407
1084
$243K ﹤0.01%
2,872
-1,029
1085
$242K ﹤0.01%
22,193
+4,954
1086
$242K ﹤0.01%
2,434
+30
1087
$242K ﹤0.01%
4,225
+109
1088
$241K ﹤0.01%
3,761
-1,572
1089
$240K ﹤0.01%
+10,236
1090
$240K ﹤0.01%
9,991
+284
1091
$240K ﹤0.01%
+13,810
1092
$239K ﹤0.01%
4,318
-192
1093
$239K ﹤0.01%
4,578
+43
1094
$238K ﹤0.01%
6,594
-345
1095
$238K ﹤0.01%
6,000
-1
1096
$237K ﹤0.01%
13,924
1097
$235K ﹤0.01%
5,375
-18
1098
$234K ﹤0.01%
2,816
-280
1099
$234K ﹤0.01%
2,264
-105
1100
$233K ﹤0.01%
2,786
-79
42 43
44
45 46