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 icon
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
1326
$84.2K ﹤0.01%
11,841
+551
1327
$81.3K ﹤0.01%
25,555
1328
$79.7K ﹤0.01%
+12,409
1329
$78.4K ﹤0.01%
14,197
+173
1330
$74.7K ﹤0.01%
+20,189
1331
$66K ﹤0.01%
30,000
1332
$63.6K ﹤0.01%
185,000
1333
$63.1K ﹤0.01%
+24,000
1334
$59.9K ﹤0.01%
29,345
1335
$59.5K ﹤0.01%
19,455
-6,085
1336
$59.1K ﹤0.01%
12,875
1337
$50.1K ﹤0.01%
17,100
1338
$46.1K ﹤0.01%
10,261
+161
1339
$42.3K ﹤0.01%
+14,355
1340
$42.2K ﹤0.01%
+10,777
1341
$42.2K ﹤0.01%
+1,744
1342
$39.8K ﹤0.01%
15,554
1343
$39.3K ﹤0.01%
25,661
1344
$38.6K ﹤0.01%
+20,000
1345
$38.2K ﹤0.01%
+14,107
1346
$25.2K ﹤0.01%
+14,400
1347
$22.7K ﹤0.01%
+21,641
1348
$22K ﹤0.01%
10,000
1349
$21.5K ﹤0.01%
+10,037
1350
$21.1K ﹤0.01%
15,408
52 53
54
55 56