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
$13.3B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,344
New
Increased
Reduced
Closed

Top Buys

1
+$264M
2
+$67.2M
3
+$60.6M
4
AAPL icon
Apple
AAPL
+$44.9M
5
NVDA icon
NVIDIA
NVDA
+$43.3M

Top Sells

1
+$46.8M
2
+$46.7M
3
+$40.9M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$25.8M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$23M

Sector Composition

1 Technology 16.5%
2 Financials 4.19%
3 Healthcare 4.08%
4 Consumer Discretionary 3.83%
5 Communication Services 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$19M 0.09%
53,618
+1,364
102
$18.8M 0.09%
367,155
-53,128
103
$18.5M 0.09%
68,138
+33,377
104
$18.4M 0.09%
358,523
+106,538
105
$18.3M 0.09%
255,301
-30,702
106
$18.3M 0.09%
289,931
+34,712
107
$18.2M 0.09%
69,150
-384
108
$18.1M 0.09%
204,954
-1,186
109
$18M 0.09%
54,305
-24,138
110
$18M 0.09%
49,814
+22,128
111
$17.9M 0.09%
358,521
-73,058
112
$17.7M 0.09%
89,528
-2,182
113
$17.6M 0.09%
45,089
+1,437
114
$17.4M 0.09%
154,124
-3,988
115
$17.3M 0.09%
166,895
-47,284
116
$17.3M 0.09%
78,069
+9,449
117
$17.2M 0.09%
116,895
-500
118
$16.9M 0.08%
148,416
+9,927
119
$16.8M 0.08%
315,231
+17,167
120
$16.7M 0.08%
26,970
-2,237
121
$16.7M 0.08%
39,973
-231
122
$16.6M 0.08%
97,851
+4,823
123
$16.6M 0.08%
29,158
-2,958
124
$16.6M 0.08%
246,251
-4,084
125
$16.3M 0.08%
50,512
+1,256
3 4
5
6 7