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
DRI icon
601
Darden Restaurants
DRI
$20.6B
$1.61M 0.01%
7,408
+5,393
IGSB icon
602
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.8B
$1.61M 0.01%
30,463
+427
DXCM icon
603
DexCom
DXCM
$25.3B
$1.61M 0.01%
18,401
-59
EXR icon
604
Extra Space Storage
EXR
$28.1B
$1.61M 0.01%
10,891
+2,631
KVUE icon
605
Kenvue
KVUE
$32.5B
$1.59M 0.01%
76,142
+52,150
VMC icon
606
Vulcan Materials
VMC
$38.7B
$1.59M 0.01%
6,081
+395
CMA icon
607
Comerica
CMA
$10.6B
$1.58M 0.01%
26,244
+42
NZF icon
608
Nuveen Municipal Credit Income Fund
NZF
$2.47B
$1.58M 0.01%
132,003
ATO icon
609
Atmos Energy
ATO
$27.7B
$1.58M 0.01%
10,257
-381
RCL icon
610
Royal Caribbean
RCL
$72.5B
$1.57M 0.01%
5,002
+1,201
EWY icon
611
iShares MSCI South Korea ETF
EWY
$7.15B
$1.57M 0.01%
+21,818
FOUR icon
612
Shift4
FOUR
$4.82B
$1.57M 0.01%
15,799
+282
LYB icon
613
LyondellBasell Industries
LYB
$14.8B
$1.55M 0.01%
26,868
+1,381
IDEV icon
614
iShares Core MSCI International Developed Markets ETF
IDEV
$23.8B
$1.55M 0.01%
20,357
-1,819
OVV icon
615
Ovintiv
OVV
$10.7B
$1.54M 0.01%
40,556
-2,088
IUSB icon
616
iShares Core Universal USD Bond ETF
IUSB
$33.8B
$1.54M 0.01%
33,376
+15,597
SCCO icon
617
Southern Copper
SCCO
$114B
$1.54M 0.01%
15,496
+12,316
STR
618
DELISTED
Sitio Royalties
STR
$1.54M 0.01%
83,551
-2,931
TTD icon
619
Trade Desk
TTD
$18.7B
$1.52M 0.01%
21,167
-1,851
ALAB icon
620
Astera Labs
ALAB
$25.8B
$1.52M 0.01%
16,790
+879
SKYY icon
621
First Trust Cloud Computing ETF
SKYY
$3.09B
$1.51M 0.01%
12,428
QLD icon
622
ProShares Ultra QQQ
QLD
$10.8B
$1.51M 0.01%
25,602
+12,002
BOND icon
623
PIMCO Active Bond Exchange-Traded Fund
BOND
$6.54B
$1.5M 0.01%
16,320
+1,337
STT icon
624
State Street
STT
$33.8B
$1.5M 0.01%
14,124
+2,978
SMG icon
625
ScottsMiracle-Gro
SMG
$3.28B
$1.5M 0.01%
22,703
+363
23 24
25
26 27