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
1151
$204K ﹤0.01%
34,500
1152
$204K ﹤0.01%
19,669
-1,409
1153
$203K ﹤0.01%
11,419
-999
1154
$201K ﹤0.01%
+4,230
1155
$201K ﹤0.01%
4,044
-386
1156
$200K ﹤0.01%
3,162
-168
1157
$194K ﹤0.01%
+14,433
1158
$190K ﹤0.01%
20,412
-5,505
1159
$185K ﹤0.01%
14,192
+163
1160
$182K ﹤0.01%
11,598
1161
$181K ﹤0.01%
23,812
1162
$181K ﹤0.01%
15,324
+2,221
1163
$176K ﹤0.01%
63,998
1164
$175K ﹤0.01%
14,526
+1,500
1165
$171K ﹤0.01%
23,538
+3,837
1166
$167K ﹤0.01%
13,467
1167
$165K ﹤0.01%
20,000
1168
$164K ﹤0.01%
35,442
+4,271
1169
$163K ﹤0.01%
23,664
+255
1170
$159K ﹤0.01%
45,308
1171
$156K ﹤0.01%
27,905
+17,205
1172
$153K ﹤0.01%
33,178
1173
$152K ﹤0.01%
20,726
+2,188
1174
$146K ﹤0.01%
10,000
1175
$138K ﹤0.01%
13,230
45 46
47
48 49