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
1076
$271K ﹤0.01%
5,668
+1,080
1077
$271K ﹤0.01%
+5,257
1078
$270K ﹤0.01%
+6,004
1079
$270K ﹤0.01%
+3,414
1080
$268K ﹤0.01%
2,711
-252
1081
$268K ﹤0.01%
1,684
+54
1082
$267K ﹤0.01%
+5,457
1083
$265K ﹤0.01%
5,621
-588
1084
$262K ﹤0.01%
2,377
-6,333
1085
$262K ﹤0.01%
1,833
-1,995
1086
$262K ﹤0.01%
1,646
-736
1087
$261K ﹤0.01%
8,182
-6,045
1088
$261K ﹤0.01%
4,251
+21
1089
$261K ﹤0.01%
+2,810
1090
$259K ﹤0.01%
13,975
1091
$258K ﹤0.01%
772
+24
1092
$257K ﹤0.01%
2,506
-3,162
1093
$257K ﹤0.01%
1,239
-47
1094
$257K ﹤0.01%
+2,422
1095
$256K ﹤0.01%
+8,599
1096
$255K ﹤0.01%
12,488
+452
1097
$254K ﹤0.01%
21,400
+988
1098
$254K ﹤0.01%
10,591
-4,581
1099
$253K ﹤0.01%
7,875
-3,136
1100
$252K ﹤0.01%
2,043
+173
42 43
44
45 46