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
VTHR icon
426
Vanguard Russell 3000 ETF
VTHR
$3.75B
$3.42M 0.01%
12,533
+1
BK icon
427
Bank of New York Mellon
BK
$78.9B
$3.41M 0.01%
37,458
-288
KMI icon
428
Kinder Morgan
KMI
$60.4B
$3.4M 0.01%
115,789
-37,182
FNDX icon
429
Schwab Fundamental US Large Company Index ETF
FNDX
$21.9B
$3.4M 0.01%
138,500
+25,556
SHV icon
430
iShares Short Treasury Bond ETF
SHV
$20.7B
$3.37M 0.01%
30,502
+26,524
DSI icon
431
iShares MSCI KLD 400 Social ETF
DSI
$5.04B
$3.37M 0.01%
28,991
CHD icon
432
Church & Dwight Co
CHD
$20.1B
$3.34M 0.01%
34,735
-2,078
YUM icon
433
Yum! Brands
YUM
$41.2B
$3.31M 0.01%
22,333
-2,539
TRV icon
434
Travelers Companies
TRV
$63.4B
$3.3M 0.01%
12,332
+4,285
NET icon
435
Cloudflare
NET
$71.6B
$3.3M 0.01%
16,849
+1,283
GWW icon
436
W.W. Grainger
GWW
$46.2B
$3.29M 0.01%
3,159
+924
SPYD icon
437
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.3B
$3.28M 0.01%
77,333
-1,318
PYPL icon
438
PayPal
PYPL
$57.3B
$3.27M 0.01%
44,049
+1,892
MCO icon
439
Moody's
MCO
$87.8B
$3.25M 0.01%
6,484
+1,549
AVO icon
440
Mission Produce
AVO
$856M
$3.25M 0.01%
277,182
-36,528
STZ icon
441
Constellation Brands
STZ
$24B
$3.24M 0.01%
19,944
-26,707
IBHE icon
442
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
$391M
$3.24M 0.01%
139,467
-8,297
IYY icon
443
iShares Dow Jones US ETF
IYY
$2.74B
$3.24M 0.01%
21,455
JPC icon
444
Nuveen Preferred & Income Opportunities Fund
JPC
$2.96B
$3.22M 0.01%
398,064
-3,169
MCHP icon
445
Microchip Technology
MCHP
$34.4B
$3.2M 0.01%
45,420
-2,744
PPL icon
446
PPL Corp
PPL
$25.8B
$3.19M 0.01%
93,310
+3,033
SPH icon
447
Suburban Propane Partners
SPH
$1.27B
$3.15M 0.01%
169,923
+86
STWD icon
448
Starwood Property Trust
STWD
$6.82B
$3.15M 0.01%
153,131
+2,283
MCHI icon
449
iShares MSCI China ETF
MCHI
$7.93B
$3.14M 0.01%
+56,991
VBR icon
450
Vanguard Small-Cap Value ETF
VBR
$32B
$3.13M 0.01%
15,991
+9,780
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