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
$12.2B
AUM Growth
+$989M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,284
New
Increased
Reduced
Closed

Top Buys

1
+$258M
2
+$47.9M
3
+$47.6M
4
MSFT icon
Microsoft
MSFT
+$39.6M
5
NVDA icon
NVIDIA
NVDA
+$27.7M

Top Sells

1
+$84.2M
2
+$29.8M
3
+$24.5M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$18.6M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$18.1M

Sector Composition

1 Technology 16.34%
2 Healthcare 4.08%
3 Financials 3.89%
4 Consumer Discretionary 3.53%
5 Communication Services 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$14.3M 0.08%
104,751
+56,882
127
$14.2M 0.08%
298,064
+13,432
128
$14.1M 0.08%
56,011
+18,000
129
$14M 0.08%
84,810
+1,848
130
$14M 0.08%
139,231
+17,239
131
$13.9M 0.08%
133,374
-7,897
132
$13.7M 0.08%
705,560
-25,426
133
$13.6M 0.08%
166,370
+157,230
134
$13.5M 0.08%
69,433
-5,413
135
$13.2M 0.07%
90,411
+4,413
136
$12.9M 0.07%
128,462
+13,388
137
$12.7M 0.07%
47,694
+4,661
138
$12.6M 0.07%
251,985
+49,272
139
$12.6M 0.07%
254,015
+19,834
140
$12.6M 0.07%
320,492
+196,524
141
$12.4M 0.07%
501,834
+285,833
142
$12.4M 0.07%
436,823
-50,666
143
$12.3M 0.07%
231,706
+3,100
144
$12.3M 0.07%
146,179
-1,200
145
$12.2M 0.07%
22,070
+96
146
$12.2M 0.07%
110,780
+1,311
147
$12M 0.07%
54,697
+802
148
$11.9M 0.07%
147,135
+12,080
149
$11.9M 0.07%
185,870
-18,318
150
$11.9M 0.07%
68,620
+6,051
4 5
6
7 8