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
SPSM icon
526
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$13.1B
$2.13M 0.01%
50,112
-20,209
HUM icon
527
Humana
HUM
$30.9B
$2.12M 0.01%
8,657
+878
CBRE icon
528
CBRE Group
CBRE
$48.3B
$2.12M 0.01%
15,160
+6,470
COIN icon
529
Coinbase
COIN
$74.7B
$2.12M 0.01%
6,056
+2,390
RDNT icon
530
RadNet
RDNT
$6.13B
$2.12M 0.01%
37,264
PNR icon
531
Pentair
PNR
$17.4B
$2.11M 0.01%
20,505
+4,724
IBMR icon
532
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$328M
$2.1M 0.01%
83,173
+10,788
BRO icon
533
Brown & Brown
BRO
$27.2B
$2.08M 0.01%
18,751
+12,354
MSTR icon
534
Strategy Inc
MSTR
$54.1B
$2.07M 0.01%
5,128
+1,732
ELV icon
535
Elevance Health
ELV
$73.5B
$2.05M 0.01%
5,267
+113
VYMI icon
536
Vanguard International High Dividend Yield ETF
VYMI
$13.5B
$2.04M 0.01%
25,425
+15,221
OEF icon
537
iShares S&P 100 ETF
OEF
$29B
$2.03M 0.01%
6,657
+63
DELL icon
538
Dell
DELL
$89.6B
$2.01M 0.01%
16,434
+2,011
TWLO icon
539
Twilio
TWLO
$19.4B
$2.01M 0.01%
16,198
+49
TSN icon
540
Tyson Foods
TSN
$20B
$2.01M 0.01%
35,930
+13,929
SPOT icon
541
Spotify
SPOT
$115B
$2M 0.01%
2,608
+244
BSJQ icon
542
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.16B
$2M 0.01%
85,535
+46,203
NDAQ icon
543
Nasdaq
NDAQ
$50.4B
$1.99M 0.01%
22,286
+959
FNDF icon
544
Schwab Fundamental International Large Company Index ETF
FNDF
$19B
$1.99M 0.01%
49,687
+5,836
XYZ
545
Block Inc
XYZ
$37.1B
$1.98M 0.01%
29,187
+8,758
GTO icon
546
Invesco Total Return Bond ETF
GTO
$1.92B
$1.97M 0.01%
42,117
-3,906
EWA icon
547
iShares MSCI Australia ETF
EWA
$1.33B
$1.97M 0.01%
+75,026
HUBS icon
548
HubSpot
HUBS
$19.6B
$1.97M 0.01%
3,533
+37
CINF icon
549
Cincinnati Financial
CINF
$25.4B
$1.95M 0.01%
13,052
+727
AXON icon
550
Axon Enterprise
AXON
$42.9B
$1.93M 0.01%
2,325
+650
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