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
201
$9.11M 0.05%
40,834
+557
202
$9.01M 0.04%
42,624
+1,717
203
$9.01M 0.04%
384,646
-15,552
204
$8.99M 0.04%
44,358
+3,410
205
$8.96M 0.04%
+57,150
206
$8.86M 0.04%
39,663
+37,830
207
$8.73M 0.04%
57,555
+934
208
$8.71M 0.04%
79,611
+48,423
209
$8.69M 0.04%
369,696
+103,076
210
$8.68M 0.04%
+44,793
211
$8.68M 0.04%
64,295
+48,220
212
$8.68M 0.04%
42,373
-57
213
$8.54M 0.04%
32,581
+2,623
214
$8.52M 0.04%
70,208
+3,217
215
$8.47M 0.04%
341,090
-41,822
216
$8.41M 0.04%
426,362
-684
217
$8.41M 0.04%
40,739
-44,041
218
$8.19M 0.04%
+164,102
219
$8.17M 0.04%
229,242
-97,334
220
$8.15M 0.04%
37,308
+1,946
221
$8.13M 0.04%
132,510
-1,288
222
$8.09M 0.04%
64,158
+60,170
223
$7.92M 0.04%
204,827
-20,228
224
$7.9M 0.04%
41,901
+4,389
225
$7.84M 0.04%
326,628
-29,035
7 8
9
10 11