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 icon
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
101
$26.4M 0.12%
97,024
+33,271
102
$26.2M 0.12%
272,052
+13,446
103
$26.1M 0.12%
513,029
-36,096
104
$25.7M 0.12%
245,903
+39,214
105
$25.6M 0.12%
415,078
+65,718
106
$25.6M 0.12%
275,987
-4,802
107
$25.4M 0.11%
151,682
+10,714
108
$25.2M 0.11%
67,983
+1,852
109
$24.6M 0.11%
52,344
+12,040
110
$24.6M 0.11%
78,625
+32,081
111
$24.6M 0.11%
185,373
+12,224
112
$24.5M 0.11%
121,660
+12,949
113
$24.4M 0.11%
90,543
+29,543
114
$23.9M 0.11%
1,034,209
+372,199
115
$23.6M 0.11%
95,010
+462
116
$23.6M 0.11%
119,502
+88,666
117
$23.1M 0.1%
932,386
+908,997
118
$22.9M 0.1%
393,098
-12,283
119
$22.9M 0.1%
190,887
-7,405
120
$22.3M 0.1%
256,742
+35,060
121
$22.3M 0.1%
168,172
+24,732
122
$22.2M 0.1%
275,137
-11,060
123
$22.1M 0.1%
528,771
+17,701
124
$21.2M 0.1%
67,860
+2,741
125
$21.2M 0.1%
180,119
+17,259
3 4
5
6 7