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
151
$13.5M 0.07%
179,623
-25,830
152
$13.4M 0.07%
54,359
+1,390
153
$13.4M 0.07%
137,367
+7,309
154
$13.3M 0.07%
21,527
-543
155
$13.2M 0.07%
639,962
-65,598
156
$13M 0.06%
288,602
+11,509
157
$12.8M 0.06%
62,112
-7,321
158
$12.8M 0.06%
3,041
+2,123
159
$12.8M 0.06%
223,893
-7,813
160
$12.8M 0.06%
49,105
+1,353
161
$12.6M 0.06%
107,454
-3,326
162
$12.5M 0.06%
130,484
+90,372
163
$12.5M 0.06%
245,758
+24,205
164
$12.4M 0.06%
21,165
-695
165
$12.3M 0.06%
906,482
+833,288
166
$12.2M 0.06%
147,498
-49,223
167
$12.2M 0.06%
46,721
+6,153
168
$12.1M 0.06%
136,996
-10,139
169
$11.9M 0.06%
12,507
-574
170
$11.6M 0.06%
292,632
+10,328
171
$11.6M 0.06%
111,820
+65,038
172
$11.6M 0.06%
64,561
+51,473
173
$11.6M 0.06%
118,965
+3,998
174
$11.5M 0.06%
24,543
+17,893
175
$11.5M 0.06%
275,677
+88,532
5 6
7
8 9