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
101
$18.1M 0.1%
185,980
+7,020
102
$17.9M 0.1%
108,807
+2,261
103
$17.3M 0.1%
59,589
+4,968
104
$17.3M 0.1%
138,489
+5,958
105
$17.2M 0.1%
32,116
+6,414
106
$17.2M 0.1%
107,524
+9,262
107
$16.9M 0.09%
158,112
+3,151
108
$16.9M 0.09%
69,534
+1,817
109
$16.8M 0.09%
91,710
-779
110
$16.7M 0.09%
820,897
-48,188
111
$16.1M 0.09%
114,122
+8,202
112
$16M 0.09%
196,721
+3,007
113
$15.9M 0.09%
250,335
-5,052
114
$15.9M 0.09%
52,254
+5,574
115
$15.8M 0.09%
147,853
+5,850
116
$15.6M 0.09%
206,140
+9,415
117
$15.4M 0.09%
144,366
-2,934
118
$15.4M 0.09%
49,256
-24,602
119
$15.2M 0.08%
58,371
+2,247
120
$15.1M 0.08%
40,204
+3,186
121
$15M 0.08%
255,219
-10,512
122
$14.9M 0.08%
84,780
+41,715
123
$14.8M 0.08%
205,453
-3,879
124
$14.6M 0.08%
17,713
+10,465
125
$14.5M 0.08%
43,652
+5,518
3 4
5
6 7