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
1201
$51.1K ﹤0.01%
12,100
-274
1202
$42.9K ﹤0.01%
+26,025
1203
$36.7K ﹤0.01%
22,091
+6,000
1204
$33.8K ﹤0.01%
1,500
1205
$27.2K ﹤0.01%
11,000
+1,000
1206
$26K ﹤0.01%
1,889
1207
$23.9K ﹤0.01%
12,000
1208
$18.2K ﹤0.01%
15,554
1209
$17.2K ﹤0.01%
833
1210
$14.9K ﹤0.01%
+11,067
1211
$12.6K ﹤0.01%
13,621
1212
$7.89K ﹤0.01%
11,390
-1
1213
$7.86K ﹤0.01%
+157
1214
$198 ﹤0.01%
50
-15,000
1215
– –
-4,841
1216
– –
-9,634
1217
– –
-86,069
1218
– –
-2,715
1219
– –
-42,000
1220
– –
-2,471
1221
– –
-11,563
1222
– –
-106,199
1223
– –
-1,624
1224
– –
-5,880
1225
– –
-4,943
47 48
49
50 51