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
1251
$217K ﹤0.01%
+4,246
1252
$217K ﹤0.01%
9,962
+22
1253
$216K ﹤0.01%
7,961
-565
1254
$215K ﹤0.01%
2,253
-2,263
1255
$215K ﹤0.01%
3,006
-68
1256
$214K ﹤0.01%
+8,700
1257
$214K ﹤0.01%
2,796
-4,994
1258
$214K ﹤0.01%
5,766
-208
1259
$213K ﹤0.01%
31,805
-4,894
1260
$213K ﹤0.01%
3,333
+86
1261
$213K ﹤0.01%
19,030
1262
$212K ﹤0.01%
6,003
-2,515
1263
$212K ﹤0.01%
2,722
-387
1264
$212K ﹤0.01%
+2,553
1265
$212K ﹤0.01%
7,945
+334
1266
$211K ﹤0.01%
2,607
-404
1267
$211K ﹤0.01%
+9,715
1268
$210K ﹤0.01%
4,118
-257
1269
$210K ﹤0.01%
+1,041
1270
$209K ﹤0.01%
+3,117
1271
$208K ﹤0.01%
1,560
-242
1272
$206K ﹤0.01%
7,080
-474
1273
$206K ﹤0.01%
4,877
+292
1274
$206K ﹤0.01%
18,437
+132
1275
$206K ﹤0.01%
+3,854
49 50
51
52 53