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
176
$9.5M 0.05%
382,912
-48,103
177
$9.44M 0.05%
27,686
+561
178
$9.39M 0.05%
43,669
+2,068
179
$9.38M 0.05%
335,328
+29,385
180
$9.37M 0.05%
219,919
+61,167
181
$9.29M 0.05%
400,198
-53
182
$9.06M 0.05%
35,567
+1,943
183
$9.04M 0.05%
117,335
+101,587
184
$8.98M 0.05%
157,220
+132,846
185
$8.95M 0.05%
114,967
-4,656
186
$8.94M 0.05%
152,822
+17,660
187
$8.88M 0.05%
64,124
+6,762
188
$8.84M 0.05%
50,684
-765
189
$8.83M 0.05%
97,863
+91,270
190
$8.72M 0.05%
152,235
+135,639
191
$8.54M 0.05%
70,558
+2,448
192
$8.53M 0.05%
355,663
-9,355
193
$8.52M 0.05%
56,621
-1,220
194
$8.49M 0.05%
40,277
+5,537
195
$8.31M 0.05%
225,055
-58,646
196
$8.27M 0.05%
432,689
+206,097
197
$8.25M 0.05%
+65,442
198
$8.21M 0.05%
427,046
-69,052
199
$8.16M 0.05%
14,470
+1,179
200
$8.14M 0.05%
84,148
+76,720
6 7
8
9 10