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
IAU icon
301
iShares Gold Trust
IAU
$65.4B
$6.48M 0.03%
103,889
-11,622
ADSK icon
302
Autodesk
ADSK
$65.1B
$6.4M 0.02%
20,667
+1,164
PLD icon
303
Prologis
PLD
$120B
$6.32M 0.02%
60,137
-3,423
MRVL icon
304
Marvell Technology
MRVL
$86.4B
$6.25M 0.02%
80,735
-1,538
EPD icon
305
Enterprise Products Partners
EPD
$69.5B
$6.2M 0.02%
199,773
-2,240
PGR icon
306
Progressive
PGR
$133B
$6.14M 0.02%
22,996
+7,725
FAST icon
307
Fastenal
FAST
$47.3B
$6.08M 0.02%
144,675
+155
HWM icon
308
Howmet Aerospace
HWM
$78.2B
$6.04M 0.02%
32,454
+2,574
ET icon
309
Energy Transfer Partners
ET
$57.4B
$6.03M 0.02%
332,625
-16,785
JPST icon
310
JPMorgan Ultra-Short Income ETF
JPST
$35B
$5.97M 0.02%
117,796
-2,176
DIA icon
311
SPDR Dow Jones Industrial Average ETF Trust
DIA
$41.8B
$5.95M 0.02%
13,457
+6,639
FISV
312
Fiserv Inc
FISV
$36B
$5.93M 0.02%
34,419
+773
ZTS icon
313
Zoetis
ZTS
$54B
$5.91M 0.02%
37,889
+9,444
AMLP icon
314
Alerian MLP ETF
AMLP
$10.6B
$5.91M 0.02%
120,878
-9,233
IBDV icon
315
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.41B
$5.89M 0.02%
267,756
-5,724
AZN icon
316
AstraZeneca
AZN
$282B
$5.85M 0.02%
83,744
+1,503
TSCO icon
317
Tractor Supply
TSCO
$28.6B
$5.78M 0.02%
109,568
+5,820
MSI icon
318
Motorola Solutions
MSI
$62.6B
$5.78M 0.02%
13,737
+532
INTC icon
319
Intel
INTC
$209B
$5.76M 0.02%
257,357
+21,725
IUSG icon
320
iShares Core S&P US Growth ETF
IUSG
$26.2B
$5.76M 0.02%
38,294
-1,916
PH icon
321
Parker-Hannifin
PH
$110B
$5.69M 0.02%
8,141
+1,530
RSPT icon
322
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.01B
$5.64M 0.02%
138,304
-1,485
ZTWO icon
323
F/M 2-Year Investment Grade Corporate Bond ETF
ZTWO
$20.3M
$5.62M 0.02%
110,623
-9,324
OMF icon
324
OneMain Financial
OMF
$7.63B
$5.61M 0.02%
98,373
+1,880
USB icon
325
US Bancorp
USB
$79.2B
$5.6M 0.02%
123,306
-3,060
11 12
13
14 15