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
201
$8.05M 0.04%
34,761
-35,727
202
$8.05M 0.04%
79,687
+76,412
203
$8.05M 0.04%
84,172
+64,023
204
$8.03M 0.04%
72,841
+67,482
205
$7.98M 0.04%
40,948
-6,463
206
$7.94M 0.04%
105,297
+99,811
207
$7.91M 0.04%
40,907
+1,306
208
$7.86M 0.04%
739,140
+726,817
209
$7.85M 0.04%
49,653
+45,601
210
$7.84M 0.04%
68,578
+25,252
211
$7.84M 0.04%
+45,539
212
$7.75M 0.04%
+137,744
213
$7.68M 0.04%
+278,640
214
$7.63M 0.04%
133,798
-4,146
215
$7.56M 0.04%
+88,083
216
$7.56M 0.04%
127,358
+9,430
217
$7.32M 0.04%
45,339
+261
218
$7.23M 0.04%
35,362
+3,022
219
$7.22M 0.04%
42,430
+26,821
220
$7.2M 0.04%
39,579
-1,582
221
$7.16M 0.04%
24,074
-1,459
222
$7.14M 0.04%
29,958
-28,034
223
$7.12M 0.04%
172,080
-4,418
224
$7.09M 0.04%
313,166
+8,771
225
$7.07M 0.04%
187,145
+2,157
7 8
9
10 11