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
201
$5.62M 0.04%
51,063
-19,690
202
$5.6M 0.04%
60,938
+12,258
203
$5.53M 0.04%
24,006
-3,990
204
$5.52M 0.04%
31,978
-460
205
$5.5M 0.04%
204,226
-2,444
206
$5.44M 0.04%
29,082
+26,855
207
$5.42M 0.04%
71,474
+65,586
208
$5.41M 0.04%
16,157
+11,952
209
$5.4M 0.04%
34,662
+1,474
210
$5.37M 0.04%
31,336
+529
211
$5.34M 0.04%
46,423
-4,170
212
$5.32M 0.04%
+173,567
213
$5.31M 0.04%
10
+7
214
$5.29M 0.04%
31,860
-2,702
215
$5.28M 0.04%
90,572
+14,857
216
$5.28M 0.04%
27,538
+1,829
217
$5.26M 0.04%
479,949
-32,611
218
$5.25M 0.04%
56,298
+52,748
219
$5.24M 0.04%
43,359
-10,170
220
$5.17M 0.04%
183,691
+19,791
221
$5.14M 0.04%
62,974
+1,421
222
$5.13M 0.04%
+61,400
223
– –
0
224
$5.09M 0.04%
55,602
-5,213
225
$5.09M 0.04%
57,055
-75,592
7 8
9
10 11