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
$24.4B
AUM Growth
+$5.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,645
New
Increased
Reduced
Closed

Top Buys

1
+$479M
2
+$297M
3
+$201M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$200M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$147M

Top Sells

1
+$184M
2
+$76M
3
+$75.9M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$74.9M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$22.8M

Sector Composition

1 Technology 18.37%
2 Financials 4.95%
3 Consumer Discretionary 3.83%
4 Communication Services 3.8%
5 Healthcare 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VDC icon
226
Vanguard Consumer Staples ETF
VDC
$7.29B
$14.8M 0.05%
69,361
+20,165
URI icon
227
United Rentals
URI
$51.8B
$14.7M 0.05%
15,361
+195
USRT icon
228
iShares Core US REIT ETF
USRT
$3.28B
$14.6M 0.05%
247,877
+18,228
VAW icon
229
Vanguard Materials ETF
VAW
$2.78B
$14.5M 0.05%
70,760
+24,642
T icon
230
AT&T
T
$180B
$14.5M 0.05%
512,634
+84,538
VNQ icon
231
Vanguard Real Estate ETF
VNQ
$34.1B
$14.4M 0.05%
157,139
-28,295
BIV icon
232
Vanguard Intermediate-Term Bond ETF
BIV
$26.4B
$14.3M 0.04%
182,911
+20,141
ASML icon
233
ASML
ASML
$443B
$14.2M 0.04%
14,683
+2,613
BKNG icon
234
Booking.com
BKNG
$163B
$14.2M 0.04%
2,629
+500
DON icon
235
WisdomTree US MidCap Dividend Fund
DON
$3.74B
$14.1M 0.04%
268,995
-8,535
SHW icon
236
Sherwin-Williams
SHW
$84.1B
$14M 0.04%
40,408
+1,295
JEMA icon
237
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.26B
$13.9M 0.04%
291,849
+71,716
SPGI icon
238
S&P Global
SPGI
$151B
$13.9M 0.04%
28,484
+8,867
BSX icon
239
Boston Scientific
BSX
$146B
$13.8M 0.04%
141,034
+15,012
HEFA icon
240
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.59B
$13.7M 0.04%
+346,385
KKR icon
241
KKR & Co
KKR
$113B
$13.6M 0.04%
104,572
+35,410
BABA icon
242
Alibaba
BABA
$377B
$13.5M 0.04%
75,753
+9,786
FDVV icon
243
Fidelity High Dividend ETF
FDVV
$7.62B
$13.5M 0.04%
243,006
+73,200
FTNT icon
244
Fortinet
FTNT
$61.5B
$13.5M 0.04%
160,668
+36,333
URTH icon
245
iShares MSCI World ETF
URTH
$6.59B
$13.5M 0.04%
74,218
+25,629
GILD icon
246
Gilead Sciences
GILD
$155B
$13.5M 0.04%
121,221
+54,411
SPMD icon
247
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.8B
$13.4M 0.04%
234,476
+230,648
NVO icon
248
Novo Nordisk
NVO
$211B
$13.1M 0.04%
235,827
+27,395
GBTC icon
249
Grayscale Bitcoin Trust
GBTC
$37.1B
$13M 0.04%
145,156
+10,798
SBAC icon
250
SBA Communications
SBAC
$20B
$13M 0.04%
+67,377
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