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
1201
$243K ﹤0.01%
10,286
-600
1202
$242K ﹤0.01%
6,641
+186
1203
$242K ﹤0.01%
1,106
+75
1204
$242K ﹤0.01%
4,611
+76
1205
$241K ﹤0.01%
10,724
+449
1206
$241K ﹤0.01%
+4,153
1207
$240K ﹤0.01%
+10,492
1208
$240K ﹤0.01%
3,328
+88
1209
$239K ﹤0.01%
+9,609
1210
$239K ﹤0.01%
8,264
-85
1211
$239K ﹤0.01%
1,177
+23
1212
$239K ﹤0.01%
4,481
+42
1213
$238K ﹤0.01%
3,033
+217
1214
$237K ﹤0.01%
934
-242
1215
$237K ﹤0.01%
6,531
+208
1216
$236K ﹤0.01%
1,361
1217
$236K ﹤0.01%
7,646
-592
1218
$235K ﹤0.01%
2,482
+15
1219
$235K ﹤0.01%
3,697
+37
1220
$235K ﹤0.01%
+4,677
1221
$234K ﹤0.01%
17,663
-230
1222
$233K ﹤0.01%
685
+43
1223
$232K ﹤0.01%
3,510
-962
1224
$232K ﹤0.01%
1,243
+1
1225
$232K ﹤0.01%
+11,500
47 48
49
50 51