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
$17B
AUM Growth
+$956M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,443
New
Increased
Reduced
Closed

Top Buys

1
+$910M
2
+$561M
3
+$94.7M
4
AAPL icon
Apple
AAPL
+$81.6M
5
MSFT icon
Microsoft
MSFT
+$77.5M

Top Sells

1
+$158M
2
+$75M
3
+$59M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$46.5M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$46.2M

Sector Composition

1 Technology 15.16%
2 Financials 4.97%
3 Healthcare 3.8%
4 Consumer Discretionary 3.5%
5 Communication Services 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$14.2M 0.06%
64,191
+2,753
177
$14.2M 0.06%
92,755
+22,636
178
$14.2M 0.06%
129,408
+4,165
179
$14.2M 0.06%
197,330
+59,935
180
$14.2M 0.06%
490,654
+271,062
181
$14.1M 0.06%
285,156
-73,138
182
$14.1M 0.06%
139,695
+32,830
183
$14M 0.06%
283,307
-6,850
184
$13.9M 0.06%
137,701
+2,954
185
$13.8M 0.06%
+472,909
186
$13.8M 0.06%
304,880
+29,751
187
$13.8M 0.06%
273,928
-3,345
188
$13.7M 0.06%
+2,892,662
189
$13.7M 0.06%
192,553
+14,476
190
$13.4M 0.06%
50,214
+7,934
191
$13.4M 0.06%
91,155
-2,344
192
$13.3M 0.06%
83,085
+6,195
193
$13.2M 0.06%
53,370
+3,908
194
$13.2M 0.06%
145,486
-256
195
$13.1M 0.06%
75,934
+26,043
196
$13.1M 0.06%
37,503
+9,943
197
$12.8M 0.06%
34,277
-1,046
198
$12.5M 0.06%
163,646
+13,477
199
$12.5M 0.06%
268,407
-211,541
200
$12.4M 0.06%
58,698
+25,589
6 7
8
9 10