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
1101
$233K ﹤0.01%
611
-443
1102
$231K ﹤0.01%
113,463
1103
$231K ﹤0.01%
+1,796
1104
$231K ﹤0.01%
5,466
+237
1105
$231K ﹤0.01%
5,189
+458
1106
$230K ﹤0.01%
5,751
-418
1107
$230K ﹤0.01%
+7,702
1108
$229K ﹤0.01%
+3,090
1109
$229K ﹤0.01%
10,524
1110
$229K ﹤0.01%
+8,218
1111
$228K ﹤0.01%
+17,022
1112
$228K ﹤0.01%
1,208
-48
1113
$228K ﹤0.01%
14,719
+75
1114
$228K ﹤0.01%
23,378
+3,541
1115
$227K ﹤0.01%
9,791
-28,768
1116
$226K ﹤0.01%
864
+32
1117
$226K ﹤0.01%
+4,146
1118
$226K ﹤0.01%
+4,588
1119
$225K ﹤0.01%
2,952
1120
$225K ﹤0.01%
+4,612
1121
$224K ﹤0.01%
7,545
-980
1122
$222K ﹤0.01%
26,400
+4,025
1123
$221K ﹤0.01%
8,020
+870
1124
$221K ﹤0.01%
2,819
-179
1125
$220K ﹤0.01%
10,999
-300
43 44
45
46 47