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
1101
$251K ﹤0.01%
+587
1102
$251K ﹤0.01%
2,523
-6,267
1103
$251K ﹤0.01%
4,250
-409
1104
$249K ﹤0.01%
2,816
-85,267
1105
$248K ﹤0.01%
+5,172
1106
$247K ﹤0.01%
+4,145
1107
$247K ﹤0.01%
2,466
+52
1108
$246K ﹤0.01%
2,440
-1,909
1109
$245K ﹤0.01%
+8,807
1110
$244K ﹤0.01%
2,816
-3
1111
$243K ﹤0.01%
4,535
-43
1112
$243K ﹤0.01%
2,952
1113
$243K ﹤0.01%
619
+8
1114
$242K ﹤0.01%
3,090
1115
$242K ﹤0.01%
4,782
-407
1116
$241K ﹤0.01%
1,156
-35
1117
$241K ﹤0.01%
+4,727
1118
$241K ﹤0.01%
4,609
-3
1119
$240K ﹤0.01%
26,400
1120
$239K ﹤0.01%
23,463
+1,270
1121
$239K ﹤0.01%
6,734
-25,872
1122
$238K ﹤0.01%
3,482
-1,080
1123
$238K ﹤0.01%
+7,486
1124
$238K ﹤0.01%
+187
1125
$238K ﹤0.01%
11,816
-2,874
43 44
45
46 47