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
VEA icon
51
Vanguard FTSE Developed Markets ETF
VEA
$186B
$69.1M 0.27%
1,211,637
+501,918
XLG icon
52
Invesco S&P 500 Top 50 ETF
XLG
$11.6B
$65.6M 0.26%
1,258,773
+24,630
XOM icon
53
Exxon Mobil
XOM
$497B
$65.4M 0.25%
606,917
-18,123
USFR icon
54
WisdomTree Floating Rate Treasury Fund
USFR
$16.7B
$65.4M 0.25%
1,300,097
-215,195
VUG icon
55
Vanguard Growth ETF
VUG
$202B
$62.5M 0.24%
142,584
+74,601
VGT icon
56
Vanguard Information Technology ETF
VGT
$114B
$58.6M 0.23%
88,381
+4,960
AGG icon
57
iShares Core US Aggregate Bond ETF
AGG
$135B
$58.3M 0.23%
587,842
+41,891
EPS icon
58
WisdomTree US LargeCap Fund
EPS
$1.33B
$55.7M 0.22%
869,660
-34,207
PANW icon
59
Palo Alto Networks
PANW
$135B
$55.5M 0.22%
271,053
+25,355
TSM icon
60
TSMC
TSM
$1.53T
$55.3M 0.22%
243,401
+9,025
UNH icon
61
UnitedHealth
UNH
$308B
$53.7M 0.21%
172,202
+3,532
IBDT icon
62
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.29B
$53.7M 0.21%
2,111,899
+241,583
VTV icon
63
Vanguard Value ETF
VTV
$154B
$53.4M 0.21%
302,044
+91,894
MA icon
64
Mastercard
MA
$497B
$51.6M 0.2%
91,830
+8,153
ORCL icon
65
Oracle
ORCL
$592B
$50.5M 0.2%
231,050
+17,277
ESS icon
66
Essex Property Trust
ESS
$16.7B
$48.9M 0.19%
170,850
+993
PLTR icon
67
Palantir
PLTR
$420B
$48.5M 0.19%
355,507
+36,104
IWL icon
68
iShares Russell Top 200 ETF
IWL
$2B
$47.4M 0.18%
309,665
+1,736
JNJ icon
69
Johnson & Johnson
JNJ
$495B
$46.8M 0.18%
306,301
-7,110
MCK icon
70
McKesson
MCK
$99.4B
$46.6M 0.18%
63,480
+1,868
IWS icon
71
iShares Russell Mid-Cap Value ETF
IWS
$14B
$45.4M 0.18%
343,702
+7,899
SCHW icon
72
Charles Schwab
SCHW
$167B
$44.4M 0.17%
487,004
+18,391
XLK icon
73
State Street Technology Select Sector SPDR ETF
XLK
$94.8B
$42.8M 0.17%
168,991
+29,422
ETN icon
74
Eaton
ETN
$130B
$42.4M 0.17%
118,685
+21,661
VONG icon
75
Vanguard Russell 1000 Growth ETF
VONG
$33.6B
$40.7M 0.16%
372,847
+96,860
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3
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