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
151
$8.4M 0.06%
18,315
+11,444
152
$8.26M 0.06%
249,052
-11,991
153
$8.25M 0.06%
30,186
-8,830
154
$8.11M 0.06%
53,439
+70
155
$8.09M 0.06%
33,009
-444
156
$7.9M 0.06%
73,386
+11,125
157
$7.87M 0.06%
57,052
-450
158
$7.84M 0.06%
161,251
-2,245
159
$7.83M 0.06%
15,332
-5,391
160
$7.68M 0.06%
37,854
-29,775
161
$7.64M 0.06%
71,074
+49,106
162
$7.51M 0.06%
53,546
-35,114
163
$7.5M 0.06%
69,305
+48,974
164
$7.46M 0.06%
11,539
-6,729
165
$7.42M 0.06%
85,423
+60,490
166
$7.31M 0.06%
22,187
+16,457
167
$7.17M 0.05%
49,450
+3,982
168
$7.16M 0.05%
261,351
+3,771
169
$7.1M 0.05%
141,563
-1,149
170
$7.07M 0.05%
76,353
+19,554
171
$6.97M 0.05%
73,500
-7,084
172
$6.96M 0.05%
139,645
-520
173
$6.96M 0.05%
66,329
-3,876
174
$6.96M 0.05%
49,690
+2,421
175
$6.93M 0.05%
14,310
-1,056
5 6
7
8 9