Lido Advisors

Lido Advisors Portfolio holdings

AUM $19.1B
1-Year Est. Return 10.87%
This Quarter Est. Return
1 Year Est. Return
+10.87%
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
1
$1.15B 8.77%
55,735,214
-3,130,965
2
$825M 6.28%
1,930,967
+6,995
3
$741M 5.64%
36,854,500
+12,439,801
4
$411M 3.13%
2,402,970
+176,955
5
$209M 1.59%
661,387
+67,324
6
$203M 1.55%
1,652,603
+141,104
7
$171M 1.3%
2,492,116
+653,266
8
$156M 1.19%
7,361,493
-1,570,626
9
$135M 1.03%
877,271
+85,224
10
$124M 0.94%
2,839,440
+124,750
11
$102M 0.77%
1,676,610
+76,813
12
$99.1M 0.75%
1,053,798
-74,693
13
$95.2M 0.72%
748,688
-137,154
14
$91.5M 0.7%
1,965,377
+85,382
15
$86.6M 0.66%
220,446
-4,992
16
$78.3M 0.6%
1,120,748
+73,835
17
$75.4M 0.57%
1,393,875
+131,386
18
$69.5M 0.53%
327,046
+31,486
19
$65.8M 0.5%
1,504,870
-186,926
20
$65.1M 0.5%
151,604
-1,342
21
$61.3M 0.47%
1,544,241
+142,240
22
$56.1M 0.43%
429,071
+19,110
23
$53M 0.4%
105,144
+1,358
24
$52.6M 0.4%
210,027
+15,042
25
$52M 0.4%
394,717
-39,432
1
2 3 4 5