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
$13.3B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,344
New
Increased
Reduced
Closed

Top Buys

1
+$264M
2
+$67.2M
3
+$60.6M
4
AAPL icon
Apple
AAPL
+$44.9M
5
NVDA icon
NVIDIA
NVDA
+$43.3M

Top Sells

1
+$46.8M
2
+$46.7M
3
+$40.9M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$25.8M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$23M

Sector Composition

1 Technology 16.5%
2 Financials 4.19%
3 Healthcare 4.08%
4 Consumer Discretionary 3.83%
5 Communication Services 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$16.2M 0.08%
358,724
+202,710
127
$16.1M 0.08%
57,817
-37,504
128
$16M 0.08%
136,913
-7,453
129
$15.9M 0.08%
144,912
+16,450
130
$15.7M 0.08%
422,346
+395,212
131
$15.3M 0.08%
719,912
-100,985
132
$15.1M 0.08%
132,651
-723
133
$15.1M 0.08%
138,778
-9,075
134
$15M 0.07%
55,402
+33,433
135
$15M 0.07%
177,482
+24,304
136
$15M 0.07%
288,354
+34,339
137
$14.6M 0.07%
289,358
+83,615
138
$14.4M 0.07%
767,574
+630,606
139
$14.4M 0.07%
58,626
+255
140
$14.1M 0.07%
50,014
+2,320
141
$14.1M 0.07%
82,960
-1,850
142
$14M 0.07%
336,236
+15,744
143
$14M 0.07%
59,157
+4,460
144
$14M 0.07%
124,812
+118,240
145
$13.9M 0.07%
633,983
+201,294
146
$13.9M 0.07%
193,398
+7,528
147
$13.9M 0.07%
90,224
-187
148
$13.8M 0.07%
15,586
-119
149
$13.6M 0.07%
481,858
+464,414
150
$13.6M 0.07%
39,829
+7,674
4 5
6
7 8