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
1276
$205K ﹤0.01%
14,060
+4,060
1277
$205K ﹤0.01%
2,431
-933
1278
$205K ﹤0.01%
+2,453
1279
$204K ﹤0.01%
4,965
-603
1280
$204K ﹤0.01%
7,170
-1,046
1281
$204K ﹤0.01%
+3,566
1282
$204K ﹤0.01%
+2,064
1283
$204K ﹤0.01%
2,332
-421
1284
$204K ﹤0.01%
1,160
-48
1285
$202K ﹤0.01%
4,000
-6,000
1286
$202K ﹤0.01%
6,093
1287
$201K ﹤0.01%
8,218
1288
$201K ﹤0.01%
10,031
-493
1289
$201K ﹤0.01%
+1,755
1290
$200K ﹤0.01%
+1,533
1291
$198K ﹤0.01%
19,837
1292
$189K ﹤0.01%
10,396
-2,697
1293
$187K ﹤0.01%
14,126
1294
$182K ﹤0.01%
13,467
1295
$178K ﹤0.01%
+10,135
1296
$176K ﹤0.01%
22,568
-1,244
1297
$174K ﹤0.01%
20,000
1298
$173K ﹤0.01%
41,853
-35,076
1299
$156K ﹤0.01%
21,525
-7
1300
$154K ﹤0.01%
15,975
-4,000
50 51
52
53 54