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
$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
Consumer Discretionary Select Sector SPDR Fund
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
1
$1.12B 6.23%
2,051,117
-54,575
2
$984M 5.48%
48,118,732
+2,326,579
3
$738M 4.11%
38,506,473
+13,446,669
4
$664M 3.7%
31,522,171
-3,997,954
5
$584M 3.25%
2,772,841
+227,402
6
$398M 2.22%
891,125
+88,639
7
$368M 2.05%
2,980,975
+223,835
8
$318M 1.77%
1,854,833
+58,125
9
$239M 1.33%
2,577,490
+70,739
10
$158M 0.88%
819,486
+75,136
11
$137M 0.76%
2,356,300
+86,803
12
$133M 0.74%
1,940,130
+86,920
13
$117M 0.65%
214,644
+10,907
14
$114M 0.63%
624,680
+29,880
15
$110M 0.61%
219,934
-969
16
$104M 0.58%
1,286,699
+56,861
17
$103M 0.57%
5,145,543
+556,555
18
$97.3M 0.54%
1,489,184
+54,276
19
$96.9M 0.54%
1,854,946
+54,792
20
$92.3M 0.51%
192,414
+17,299
21
$91.1M 0.51%
500,356
+19,802
22
$90.6M 0.5%
337,311
-12,923
23
$85.1M 0.47%
463,772
+54,836
24
$73.9M 0.41%
760,929
-89,480
25
$70.5M 0.39%
173,317
+14,674
1
2 3 4 5