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
$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
1
$1.22B 6.06%
2,118,071
+66,954
2
$1.02B 5.07%
52,013,716
+13,507,243
3
$947M 4.72%
45,855,466
-2,263,266
4
$691M 3.44%
2,965,373
+192,532
5
$624M 3.11%
29,579,723
-1,942,448
6
$425M 2.12%
988,566
+97,441
7
$405M 2.02%
3,337,503
+356,528
8
$334M 1.66%
1,913,601
+58,768
9
$200M 1%
2,088,929
-488,561
10
$190M 0.95%
965,585
+340,905
11
$167M 0.83%
894,557
+75,071
12
$145M 0.72%
2,273,209
-83,091
13
$126M 0.63%
1,736,579
-203,551
14
$120M 0.6%
1,360,950
+74,251
15
$114M 0.57%
402,516
+65,205
16
$114M 0.57%
197,076
-17,568
17
$110M 0.55%
430,376
+237,962
18
$108M 0.54%
188,673
+74,267
19
$107M 0.53%
1,485,415
-3,769
20
$107M 0.53%
5,187,042
+41,499
21
$101M 0.5%
190,884
-29,050
22
$92.3M 0.46%
1,675,095
-179,851
23
$88.6M 0.44%
534,078
+33,722
24
$80.7M 0.4%
175,397
+2,080
25
$79.5M 0.4%
475,380
+11,608
1
2 3 4 5