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
126
$20.8M 0.09%
251,768
-2,590
127
$20.7M 0.09%
173,524
+21,897
128
$20.5M 0.09%
38,400
-773
129
$20.5M 0.09%
226,848
+67,777
130
$20.2M 0.09%
192,446
+7,367
131
$20M 0.09%
274,490
+4,914
132
$19.9M 0.09%
84,095
+1,636
133
$19.8M 0.09%
98,104
+58,087
134
$19.5M 0.09%
167,250
+91,794
135
$19.2M 0.09%
70,565
+924
136
$19M 0.09%
30,981
+1,349
137
$18.9M 0.09%
127,539
+9,148
138
$18.9M 0.08%
1,361,965
+602,721
139
$18.8M 0.08%
161,951
-4,067
140
$18.7M 0.08%
56,757
+10,931
141
$18.5M 0.08%
363,922
-18,721
142
$18.5M 0.08%
256,315
+53,903
143
$18.3M 0.08%
105,450
+3,359
144
$18.1M 0.08%
171,908
-15,479
145
$18M 0.08%
143,873
+7,720
146
$17.9M 0.08%
57,526
+1,555
147
$17.7M 0.08%
152,745
-26,669
148
$17.4M 0.08%
346,574
+37,394
149
$17.3M 0.08%
89,002
-912
150
$17M 0.08%
228,155
-7,092
4 5
6
7 8