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
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
1226
$231K ﹤0.01%
636
+5
1227
$231K ﹤0.01%
6,015
-330
1228
$231K ﹤0.01%
187
1229
$231K ﹤0.01%
+18,155
1230
$230K ﹤0.01%
+8,897
1231
$229K ﹤0.01%
6,800
-33
1232
$229K ﹤0.01%
+2,391
1233
$228K ﹤0.01%
33,000
-1,000
1234
$228K ﹤0.01%
8,453
-10
1235
$228K ﹤0.01%
8,556
-92
1236
$228K ﹤0.01%
3,476
-366
1237
$226K ﹤0.01%
3,914
-173
1238
$225K ﹤0.01%
1,139
-22
1239
$224K ﹤0.01%
+2,912
1240
$224K ﹤0.01%
+3,888
1241
$222K ﹤0.01%
6,447
+18
1242
$222K ﹤0.01%
+13,624
1243
$222K ﹤0.01%
5,359
-151
1244
$221K ﹤0.01%
26,400
1245
$221K ﹤0.01%
25,320
+1,769
1246
$220K ﹤0.01%
+5,858
1247
$220K ﹤0.01%
2,386
1248
$220K ﹤0.01%
10,795
1249
$219K ﹤0.01%
+6,318
1250
$218K ﹤0.01%
447
-2
48 49
50
51 52