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
176
$6.79M 0.05%
143,905
-10,265
177
$6.68M 0.05%
73,952
+819
178
– –
0
179
$6.56M 0.05%
96,120
+4,230
180
$6.47M 0.05%
111,391
-67,009
181
$6.42M 0.05%
64,961
+17,183
182
$6.42M 0.05%
97,295
+86,095
183
– –
0
184
$6.29M 0.05%
235,854
+7,388
185
$6.17M 0.05%
26,247
+97
186
$6.16M 0.05%
56,894
+3,058
187
$6.13M 0.05%
139,146
+127,759
188
$6.06M 0.05%
88,846
189
$6.02M 0.05%
185,744
-2,700
190
$5.99M 0.05%
251,212
+33,485
191
$5.95M 0.05%
59,204
+52,717
192
$5.93M 0.05%
28,682
+24,021
193
$5.92M 0.05%
54,492
+44,612
194
$5.89M 0.04%
54,040
+51,182
195
$5.89M 0.04%
21,480
+20,492
196
$5.88M 0.04%
+68,611
197
$5.79M 0.04%
+167,975
198
$5.79M 0.04%
250,755
+20,522
199
$5.75M 0.04%
233,465
+206,629
200
$5.75M 0.04%
49,843
+46,596
6 7
8
9 10