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
1226
– –
-6,852
1227
– –
-1,653
1228
– –
-7,837
1229
– –
-23,396
1230
– –
-9,190
1231
– –
-31,755
1232
– –
-22,742
1233
– –
-489
1234
– –
-5,931
1235
– –
-5,000
1236
– –
-2,429
1237
– –
-3,816
1238
– –
-252
1239
– –
-2,521
1240
– –
-5,192
1241
– –
-39,507
1242
– –
-760
1243
– –
-5,362
1244
– –
-7,101
1245
– –
-17,108
1246
– –
-12,769
1247
– –
-2,913
1248
– –
-630
1249
– –
-4,038
1250
– –
-40,082
48 49
50
51 52