Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.4B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
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 +$198M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$192M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$141M

Top Sells

1 +$184M
2 +$21.5M
3 +$21.4M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$19.4M
5
MTG icon
MGIC Investment
MTG
+$16.9M

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
$8.09B
$14.8M 0.06%
69,361
+20,165
URI icon
227
United Rentals
URI
$53.1B
$14.7M 0.06%
15,361
+195
USRT icon
228
iShares Core US REIT ETF
USRT
$3.61B
$14.6M 0.06%
247,877
+18,228
VAW icon
229
Vanguard Materials ETF
VAW
$3.08B
$14.5M 0.06%
70,760
+24,642
T icon
230
AT&T
T
$203B
$14.5M 0.06%
512,634
+84,538
VNQ icon
231
Vanguard Real Estate ETF
VNQ
$36.6B
$14.4M 0.06%
157,139
-28,295
BIV icon
232
Vanguard Intermediate-Term Bond ETF
BIV
$28B
$14.3M 0.06%
182,911
+20,141
ASML icon
233
ASML
ASML
$538B
$14.2M 0.06%
14,683
+2,613
BKNG icon
234
Booking.com
BKNG
$136B
$14.2M 0.06%
2,629
+500
DON icon
235
WisdomTree US MidCap Dividend Fund
DON
$3.89B
$14.1M 0.06%
268,995
-8,535
SHW icon
236
Sherwin-Williams
SHW
$86.1B
$14M 0.06%
40,408
+1,295
JEMA icon
237
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.45B
$13.9M 0.06%
291,849
+71,716
SPGI icon
238
S&P Global
SPGI
$134B
$13.9M 0.06%
28,484
+8,867
BSX icon
239
Boston Scientific
BSX
$108B
$13.8M 0.06%
141,034
+15,012
HEFA icon
240
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.08B
$13.7M 0.06%
+346,385
KKR icon
241
KKR & Co
KKR
$83.3B
$13.6M 0.06%
104,572
+35,410
BABA icon
242
Alibaba
BABA
$319B
$13.5M 0.06%
75,753
+9,786
FDVV icon
243
Fidelity High Dividend ETF
FDVV
$8.77B
$13.5M 0.06%
243,006
+73,200
FTNT icon
244
Fortinet
FTNT
$62.1B
$13.5M 0.06%
160,668
+36,333
URTH icon
245
iShares MSCI World ETF
URTH
$6.83B
$13.5M 0.06%
74,218
+25,629
GILD icon
246
Gilead Sciences
GILD
$184B
$13.5M 0.06%
121,221
+54,411
SPMD icon
247
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$16.3B
$13.4M 0.06%
234,476
+230,648
NVO icon
248
Novo Nordisk
NVO
$170B
$13.1M 0.05%
235,827
+27,395
GBTC icon
249
Grayscale Bitcoin Trust
GBTC
$29.2B
$13M 0.05%
145,156
+10,798
SBAC icon
250
SBA Communications
SBAC
$20.9B
$13M 0.05%
+67,377