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
1076
$339K ﹤0.01%
9,184
1077
$339K ﹤0.01%
+4,469
1078
$337K ﹤0.01%
+2,987
1079
$334K ﹤0.01%
+5,373
1080
$333K ﹤0.01%
1,693
+18
1081
$333K ﹤0.01%
6,010
-1,028
1082
$332K ﹤0.01%
5,209
-172
1083
$331K ﹤0.01%
13,200
1084
$331K ﹤0.01%
5,948
-1
1085
$330K ﹤0.01%
3,827
+113
1086
$329K ﹤0.01%
3,147
-482
1087
$329K ﹤0.01%
6,334
-55
1088
$327K ﹤0.01%
9,162
+148
1089
$327K ﹤0.01%
2,672
-223
1090
$326K ﹤0.01%
9,650
-278
1091
$326K ﹤0.01%
2,641
+687
1092
$326K ﹤0.01%
8,079
-87
1093
$326K ﹤0.01%
2,759
+17
1094
$325K ﹤0.01%
7,860
-192
1095
$325K ﹤0.01%
2,304
+17
1096
$323K ﹤0.01%
1,950
+21
1097
$322K ﹤0.01%
272
-45
1098
$322K ﹤0.01%
40,168
+7,891
1099
$321K ﹤0.01%
2,494
+112
1100
$320K ﹤0.01%
15,629
+1,685
42 43
44
45 46