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
1226
$101K ﹤0.01%
14,545
1227
$97.6K ﹤0.01%
+25,555
1228
$97.3K ﹤0.01%
22,262
-681
1229
$93K ﹤0.01%
+12,267
1230
$92.9K ﹤0.01%
29,776
-2,164
1231
$90.2K ﹤0.01%
45,308
1232
$82.7K ﹤0.01%
25,512
-1,872
1233
$81.5K ﹤0.01%
100,016
+32,000
1234
$72.9K ﹤0.01%
+13,963
1235
$72K ﹤0.01%
+10,134
1236
$68.7K ﹤0.01%
12,100
1237
$67.8K ﹤0.01%
22,091
1238
$66K ﹤0.01%
10,100
1239
$63.6K ﹤0.01%
25,661
1240
$62.8K ﹤0.01%
11,294
-1,936
1241
$62.2K ﹤0.01%
15,408
1242
$51.8K ﹤0.01%
17,100
1243
$51.7K ﹤0.01%
11,025
+1,000
1244
$50.9K ﹤0.01%
+2,085
1245
$49.1K ﹤0.01%
63,998
1246
$31.8K ﹤0.01%
1,710
-1,743
1247
$31.8K ﹤0.01%
+12,968
1248
$29K ﹤0.01%
1,500
1249
$22K ﹤0.01%
12,000
1250
$21.9K ﹤0.01%
410
+253
48 49
50
51 52