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
176
$11.4M 0.06%
124,948
-21,231
177
$11.3M 0.06%
24,399
+335
178
$11M 0.05%
33,728
-711
179
$11M 0.05%
36,123
+556
180
$10.9M 0.05%
91,978
-5,885
181
$10.9M 0.05%
44,908
+1,239
182
$10.8M 0.05%
43,751
+906
183
$10.7M 0.05%
82,036
+73,951
184
$10.6M 0.05%
+151,188
185
$10.4M 0.05%
468,153
-53,709
186
$10.2M 0.05%
121,729
+4,394
187
$10.2M 0.05%
350,989
+15,661
188
$9.98M 0.05%
73,192
+2,936
189
$9.97M 0.05%
68,563
+4,439
190
$9.96M 0.05%
160,413
+137,458
191
$9.89M 0.05%
1,008
+973
192
$9.84M 0.05%
110,105
-70
193
$9.69M 0.05%
42,828
+33,759
194
$9.6M 0.05%
50,581
-103
195
$9.59M 0.05%
25,136
+5,641
196
$9.58M 0.05%
153,768
+946
197
$9.52M 0.05%
159,765
+2,545
198
$9.41M 0.05%
51,772
+2,119
199
$9.19M 0.05%
312,459
-124,364
200
$9.13M 0.05%
67,558
-3,000
6 7
8
9 10