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
1126
$219K ﹤0.01%
10,500
1127
$219K ﹤0.01%
2,057
-231
1128
$218K ﹤0.01%
1,649
-355
1129
$217K ﹤0.01%
12,036
+15
1130
$217K ﹤0.01%
4,884
-2,308
1131
$215K ﹤0.01%
+1,619
1132
$215K ﹤0.01%
11,608
1133
$215K ﹤0.01%
+2,414
1134
$214K ﹤0.01%
+2,087
1135
$213K ﹤0.01%
6,875
-3,505
1136
$213K ﹤0.01%
19,030
1137
$212K ﹤0.01%
4,202
-529
1138
$212K ﹤0.01%
1,803
-309
1139
$212K ﹤0.01%
3,009
-1,343
1140
$211K ﹤0.01%
+5,206
1141
$210K ﹤0.01%
+1,246
1142
$210K ﹤0.01%
3,288
-243
1143
$209K ﹤0.01%
+2,652
1144
$206K ﹤0.01%
1,870
-229
1145
$206K ﹤0.01%
4,465
-892
1146
$206K ﹤0.01%
+7,241
1147
$205K ﹤0.01%
1,234
+5
1148
$205K ﹤0.01%
1,226
-53
1149
$205K ﹤0.01%
4,527
-1,778
1150
$204K ﹤0.01%
748
-721
44 45
46
47 48