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
1351
$19.8K ﹤0.01%
10,000
-10,000
1352
$19.3K ﹤0.01%
281
+197
1353
$18.7K ﹤0.01%
+15,300
1354
$16.4K ﹤0.01%
12,643
+643
1355
$11.8K ﹤0.01%
2,402
+1,185
1356
$10.6K ﹤0.01%
16,319
-835
1357
$8.36K ﹤0.01%
12,718
-8,164
1358
$8.24K ﹤0.01%
13,220
1359
$5.26K ﹤0.01%
+672
1360
$4.6K ﹤0.01%
513
-350
1361
$3.75K ﹤0.01%
+13,905
1362
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1363
– –
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1364
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1368
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1369
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1371
– –
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1372
– –
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1373
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-19,000
1374
– –
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1375
– –
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53 54
55
56 57