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
$8.93B
AUM Growth
+$97.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,147
New
Increased
Reduced
Closed

Top Buys

1
+$250M
2
+$44.7M
3
+$30.3M
4
MSFT icon
Microsoft
MSFT
+$21.3M
5
VT icon
Vanguard Total World Stock ETF
VT
+$20.9M

Top Sells

1
+$64.7M
2
+$33.3M
3
+$27.9M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$22.8M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$21.7M

Sector Composition

1 Technology 12.61%
2 Healthcare 4.07%
3 Financials 3.73%
4 Consumer Discretionary 3.63%
5 Consumer Staples 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$10.5M 0.08%
313,375
+4,240
127
$10.5M 0.08%
129,771
+115,946
128
$10.4M 0.08%
38,024
-28,800
129
$10.3M 0.08%
48,331
-15,256
130
$10.3M 0.08%
+513,512
131
$9.98M 0.08%
56,484
+1,578
132
$9.96M 0.08%
34,072
-10,084
133
$9.94M 0.08%
71,171
+6,335
134
$9.91M 0.08%
66,453
+35,544
135
$9.87M 0.08%
128,605
+66,920
136
$9.65M 0.07%
141,835
-33,485
137
– –
0
138
$9.59M 0.07%
104,708
+68,834
139
$9.54M 0.07%
157,488
+9,018
140
$9.39M 0.07%
167,667
+8,296
141
$9.27M 0.07%
87,555
+8,389
142
$9.27M 0.07%
77,341
+46,023
143
$9.25M 0.07%
16,540
-5,824
144
$9.06M 0.07%
483,572
-9,054
145
$9.05M 0.07%
68,644
+13,105
146
$8.92M 0.07%
70,370
+40,380
147
$8.73M 0.07%
78,609
-32,697
148
$8.72M 0.07%
524,592
-12,153
149
$8.68M 0.07%
125,380
+31,758
150
$8.47M 0.06%
255,201
-143,245
4 5
6
7 8