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
$19.1B
AUM Growth
+$2.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,548
New
Increased
Reduced
Closed

Top Buys

1
+$401M
2
+$75M
3
+$61.7M
4
AAPL icon
Apple
AAPL
+$50.5M
5
AMZN icon
Amazon
AMZN
+$45.1M

Top Sells

1
+$2.11B
2
+$736M
3
+$66.7M
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$66.5M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$66.4M

Sector Composition

1 Technology 17.48%
2 Financials 4.93%
3 Consumer Discretionary 3.76%
4 Communication Services 3.48%
5 Healthcare 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GBTC icon
226
Grayscale Bitcoin Trust
GBTC
$37.1B
$11.4M 0.04%
134,358
-2,151
XLV icon
227
State Street Health Care Select Sector SPDR ETF
XLV
$40.3B
$11.3M 0.04%
84,038
+1,395
TIP icon
228
iShares TIPS Bond ETF
TIP
$14.5B
$11.3M 0.04%
102,379
+70,702
IGIB icon
229
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.9B
$11.2M 0.04%
210,130
+162,033
LIN icon
230
Linde
LIN
$191B
$11.1M 0.04%
23,717
+1,610
BA icon
231
Boeing
BA
$154B
$11M 0.04%
52,514
-42,277
SCZ icon
232
iShares MSCI EAFE Small-Cap ETF
SCZ
$12.4B
$10.9M 0.04%
150,227
+137,781
BND icon
233
Vanguard Total Bond Market
BND
$143B
$10.9M 0.04%
148,155
-14,686
VDC icon
234
Vanguard Consumer Staples ETF
VDC
$7.29B
$10.8M 0.04%
49,196
+4,847
ACWX icon
235
iShares MSCI ACWI ex US ETF
ACWX
$7.38B
$10.7M 0.04%
176,268
-3,649
IBIT icon
236
iShares Bitcoin Trust
IBIT
$72.2B
$10.6M 0.04%
172,856
+4,803
SPGI icon
237
S&P Global
SPGI
$151B
$10.3M 0.04%
19,617
+1,738
GDX icon
238
VanEck Gold Miners ETF
GDX
$23.8B
$10.2M 0.04%
195,672
+4,391
USMV icon
239
iShares MSCI USA Min Vol Factor ETF
USMV
$22.8B
$10.1M 0.04%
107,828
-6,205
CI icon
240
Cigna
CI
$72.2B
$9.82M 0.04%
29,703
+2,684
MMM icon
241
3M
MMM
$91.9B
$9.79M 0.04%
64,334
-26,821
ASML icon
242
ASML
ASML
$443B
$9.67M 0.04%
12,070
+1,482
APH icon
243
Amphenol
APH
$170B
$9.59M 0.04%
97,048
+8,756
ATR icon
244
AptarGroup
ATR
$8.01B
$9.49M 0.04%
60,694
+55,577
JEMA icon
245
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.26B
$9.48M 0.04%
220,133
+95,060
TLT icon
246
iShares 20+ Year Treasury Bond ETF
TLT
$49.5B
$9.47M 0.04%
107,351
+12,954
IJS icon
247
iShares S&P Small-Cap 600 Value ETF
IJS
$6.72B
$9.3M 0.04%
93,458
+5,610
KKR icon
248
KKR & Co
KKR
$113B
$9.2M 0.04%
69,162
-9,146
IYW icon
249
iShares US Technology ETF
IYW
$21.2B
$9.15M 0.04%
52,821
+605
RODM icon
250
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.29B
$9.12M 0.04%
267,402
+7,589
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10
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