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
1176
$137K ﹤0.01%
10,969
-1,650
1177
$128K ﹤0.01%
+12,886
1178
$123K ﹤0.01%
28,340
-8,688
1179
$122K ﹤0.01%
17,812
+1,865
1180
$121K ﹤0.01%
12,098
+796
1181
$112K ﹤0.01%
10,795
+178
1182
$111K ﹤0.01%
30,907
1183
$109K ﹤0.01%
19,135
1184
$106K ﹤0.01%
25,513
+292
1185
$101K ﹤0.01%
14,545
1186
$96.8K ﹤0.01%
10,064
1187
$87.2K ﹤0.01%
31,940
+13,219
1188
$86.7K ﹤0.01%
22,943
+11,114
1189
$83.5K ﹤0.01%
+27,384
1190
$81.2K ﹤0.01%
19,201
+3,074
1191
$71.3K ﹤0.01%
25,661
1192
$70.5K ﹤0.01%
10,100
1193
$68.3K ﹤0.01%
+10,143
1194
$66.9K ﹤0.01%
4,162
+480
1195
$60.7K ﹤0.01%
15,408
1196
$57.4K ﹤0.01%
3,453
1197
$56.6K ﹤0.01%
10,025
1198
$55.8K ﹤0.01%
+68,016
1199
$52.8K ﹤0.01%
+17,100
1200
$51.7K ﹤0.01%
10,508
-15,364
46 47
48
49 50