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
1
$1.57B 7.08%
6,431,055
+3,723,777
2
$1.23B 5.54%
63,116,365
+477,254
3
$833M 3.75%
40,266,631
-7,627,582
4
$808M 3.64%
3,637,908
+367,494
5
$571M 2.57%
29,144,549
+28,657,205
6
$488M 2.2%
1,300,199
+206,445
7
$459M 2.07%
4,238,309
+873,671
8
$327M 1.47%
2,027,711
+76,670
9
$320M 1.44%
1,677,023
+262,665
10
$298M 1.34%
3,212,816
+85,339
11
$236M 1.06%
1,241,991
+206,249
12
$235M 1.06%
418,363
-17,217
13
$230M 1.04%
1,885,818
-2,736
14
$176M 0.79%
2,527,726
+222,432
15
$143M 0.64%
304,981
-15,247
16
$128M 0.58%
222,345
+32,431
17
$126M 0.57%
1,493,582
+110,217
18
$125M 0.56%
1,827,158
+3,461
19
$116M 0.52%
748,530
+167,027
20
$111M 0.5%
216,799
+6,859
21
$111M 0.5%
208,547
+16,553
22
$108M 0.49%
394,083
-10,491
23
$108M 0.49%
1,579,278
+49,035
24
$108M 0.49%
5,826,003
+2,121,197
25
$106M 0.48%
501,013
+511
1
2 3 4 5