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
$8.93B
AUM Growth
+$97.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,147
New
Increased
Reduced
Closed

Top Buys

1
+$250M
2
+$44.7M
3
+$30.3M
4
MSFT icon
Microsoft
MSFT
+$21.3M
5
VT icon
Vanguard Total World Stock ETF
VT
+$20.9M

Top Sells

1
+$64.7M
2
+$33.3M
3
+$27.9M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$22.8M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$21.7M

Sector Composition

1 Technology 12.61%
2 Healthcare 4.07%
3 Financials 3.73%
4 Consumer Discretionary 3.63%
5 Consumer Staples 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$14.1M 0.11%
136,809
+11,711
102
$13.9M 0.11%
232,010
+42,709
103
$13.9M 0.11%
198,624
-35,913
104
$13.8M 0.11%
134,291
+6,298
105
$13.7M 0.1%
86,303
+3,841
106
$13.7M 0.1%
65,613
+3,989
107
$13.5M 0.1%
38,953
+21,761
108
$13.5M 0.1%
270,050
+1,865
109
$13.1M 0.1%
181,278
-5,538
110
$13.1M 0.1%
28,702
+596
111
$12.9M 0.1%
148,133
+7,952
112
$12.6M 0.1%
149,562
-2,851
113
$12.6M 0.1%
129,696
-45,553
114
$12.3M 0.09%
344,659
+27,162
115
$12M 0.09%
352,661
-43,331
116
$11.8M 0.09%
28,389
-13,139
117
$11.7M 0.09%
128,587
+919
118
$11.4M 0.09%
124,860
+5,814
119
$11.3M 0.09%
88,078
-216,913
120
$11.2M 0.09%
147,778
+9,656
121
$11M 0.08%
123,575
+19,513
122
$10.9M 0.08%
174,200
-31,990
123
$10.9M 0.08%
21,503
+479
124
$10.6M 0.08%
184,892
-31,471
125
$10.6M 0.08%
55,907
+3,453
3 4
5
6 7