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
1301
$152K ﹤0.01%
18,914
+59
1302
$152K ﹤0.01%
18,742
+448
1303
$151K ﹤0.01%
27,338
+540
1304
$145K ﹤0.01%
19,001
-984
1305
$144K ﹤0.01%
+17,541
1306
$138K ﹤0.01%
10,969
1307
$134K ﹤0.01%
35,043
-703
1308
$126K ﹤0.01%
1,949
-107
1309
$123K ﹤0.01%
45,130
+8,000
1310
$116K ﹤0.01%
+13,242
1311
$114K ﹤0.01%
+163,161
1312
$113K ﹤0.01%
29,644
+236
1313
$112K ﹤0.01%
23,409
1314
$110K ﹤0.01%
13,351
-11
1315
$108K ﹤0.01%
11,145
-10,095
1316
$108K ﹤0.01%
+11,480
1317
$105K ﹤0.01%
19,135
1318
$104K ﹤0.01%
12,100
1319
$104K ﹤0.01%
10,493
-3,699
1320
$95.9K ﹤0.01%
15,590
+483
1321
$95.1K ﹤0.01%
+10,084
1322
$94.5K ﹤0.01%
+13,004
1323
$91.5K ﹤0.01%
14,545
1324
$87K ﹤0.01%
5,911
1325
$84.4K ﹤0.01%
+15,020
51 52
53
54 55