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
151
$11.5M 0.06%
15,705
+14,215
152
$11.4M 0.06%
81,215
+53,150
153
$11.4M 0.06%
277,093
-151,629
154
$11.3M 0.06%
24,064
+530
155
$11.2M 0.06%
282,304
+13,172
156
$11.1M 0.06%
326,576
+89,154
157
$11M 0.06%
130,058
+7,322
158
$11M 0.06%
521,862
+6,588
159
$10.9M 0.06%
+52,969
160
$10.8M 0.06%
153,178
+5,121
161
$10.7M 0.06%
188,655
+75,868
162
$10.6M 0.06%
34,439
-130
163
$10.5M 0.06%
221,553
+152,304
164
$10.3M 0.06%
13,081
+662
165
$10.2M 0.06%
21,860
-26,409
166
$10.1M 0.06%
205,743
+93,011
167
$10.1M 0.06%
32,155
+3,738
168
$10M 0.06%
32,572
+27,179
169
$10M 0.06%
215,138
+198,215
170
$9.69M 0.05%
42,845
+1,081
171
$9.61M 0.05%
70,256
+843
172
$9.57M 0.05%
40,568
+4,929
173
$9.57M 0.05%
110,175
-681
174
$9.56M 0.05%
47,752
+42,033
175
$9.5M 0.05%
47,475
+41,235
5 6
7
8 9