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
201
$12.4M 0.06%
58,758
+4,184
202
$12.4M 0.06%
40,358
+9,295
203
$12.3M 0.06%
173,649
+35,848
204
$12.3M 0.06%
+310,726
205
$12.1M 0.05%
27,047
+6,587
206
$12.1M 0.05%
82,643
+11,043
207
$12M 0.05%
208,465
+68,250
208
$12M 0.05%
162,841
-12,293
209
$11.8M 0.05%
87,968
-388
210
$11.6M 0.05%
78,438
+6,398
211
$11.6M 0.05%
57,797
+8,931
212
$11.5M 0.05%
151,797
+94,330
213
$11.4M 0.05%
146,664
+33,978
214
$11.3M 0.05%
2,450
+235
215
$10.8M 0.05%
18,364
+6,518
216
$10.8M 0.05%
30,676
+2,301
217
$10.8M 0.05%
544,523
-83,605
218
$10.7M 0.05%
114,033
-323
219
$10.6M 0.05%
41,623
+36,515
220
$10.5M 0.05%
80,299
-127,839
221
$10.3M 0.05%
22,107
+7,766
222
$10.2M 0.05%
33,645
+7,801
223
$10.1M 0.05%
128,463
+113,148
224
$10.1M 0.05%
254,613
-350
225
$9.98M 0.04%
179,917
-13,693
7 8
9
10 11