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
1176
$259K ﹤0.01%
2,527
-1,376
1177
$259K ﹤0.01%
2,726
-4,092
1178
$257K ﹤0.01%
2,499
-5,526
1179
$257K ﹤0.01%
+8,374
1180
$255K ﹤0.01%
3,680
+213
1181
$254K ﹤0.01%
13,546
+502
1182
$254K ﹤0.01%
10,052
+357
1183
$254K ﹤0.01%
7,952
-415
1184
$253K ﹤0.01%
2,445
-230
1185
$253K ﹤0.01%
+3,216
1186
$252K ﹤0.01%
3,031
+47
1187
$252K ﹤0.01%
1,585
-496
1188
$252K ﹤0.01%
11,544
+147
1189
$252K ﹤0.01%
8,152
-208
1190
$251K ﹤0.01%
1,751
-31
1191
$251K ﹤0.01%
3,065
-514
1192
$250K ﹤0.01%
2,521
-91
1193
$250K ﹤0.01%
17,084
-5
1194
$250K ﹤0.01%
+4,716
1195
$249K ﹤0.01%
14,094
+64
1196
$246K ﹤0.01%
2,699
-1,305
1197
$246K ﹤0.01%
+32,431
1198
$245K ﹤0.01%
13,975
1199
$244K ﹤0.01%
2,839
-58
1200
$244K ﹤0.01%
2,773
-45
46 47
48
49 50