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
1101
$320K ﹤0.01%
10,928
+3,556
1102
$318K ﹤0.01%
7,409
-599
1103
$318K ﹤0.01%
11,529
-3,173
1104
$318K ﹤0.01%
15,200
+3,300
1105
$316K ﹤0.01%
3,534
-347
1106
$316K ﹤0.01%
20,732
1107
$315K ﹤0.01%
3,922
+66
1108
$314K ﹤0.01%
4,779
-4,021
1109
$314K ﹤0.01%
5,173
-938
1110
$313K ﹤0.01%
7,970
+1,177
1111
$313K ﹤0.01%
23,753
1112
$311K ﹤0.01%
7,898
+218
1113
$311K ﹤0.01%
10,042
1114
$309K ﹤0.01%
23,908
1115
$309K ﹤0.01%
2,366
-146
1116
$308K ﹤0.01%
+10,849
1117
$307K ﹤0.01%
2,049
+93
1118
$306K ﹤0.01%
5,230
1119
$306K ﹤0.01%
1,348
+13
1120
$305K ﹤0.01%
+8,516
1121
$303K ﹤0.01%
7,957
+25
1122
$302K ﹤0.01%
113,463
1123
$302K ﹤0.01%
3,911
-77
1124
$300K ﹤0.01%
10,067
-750
1125
$298K ﹤0.01%
+2,518
43 44
45
46 47