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
1151
$281K ﹤0.01%
12,521
1152
$280K ﹤0.01%
+11,485
1153
$280K ﹤0.01%
3,170
+454
1154
$278K ﹤0.01%
9,332
1155
$277K ﹤0.01%
2,301
-66
1156
$277K ﹤0.01%
+9,043
1157
$276K ﹤0.01%
2,757
-274
1158
$274K ﹤0.01%
13,924
1159
$269K ﹤0.01%
4,638
+388
1160
$269K ﹤0.01%
2,724
+53
1161
$269K ﹤0.01%
7,471
-55
1162
$269K ﹤0.01%
8,129
+917
1163
$269K ﹤0.01%
2,985
+330
1164
$267K ﹤0.01%
3,655
+9
1165
$267K ﹤0.01%
3,431
-104
1166
$266K ﹤0.01%
6,869
-9
1167
$266K ﹤0.01%
3,179
-421
1168
$266K ﹤0.01%
24,081
-21,476
1169
$264K ﹤0.01%
5,422
-142
1170
$264K ﹤0.01%
+6,257
1171
$264K ﹤0.01%
+7,393
1172
$263K ﹤0.01%
19,322
+1,470
1173
$263K ﹤0.01%
2,645
+190
1174
$262K ﹤0.01%
7,885
+848
1175
$262K ﹤0.01%
+7,225
45 46
47
48 49