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
MTZ icon
1101
MasTec
MTZ
$17.2B
$379K ﹤0.01%
+2,223
MTD icon
1102
Mettler-Toledo International
MTD
$29.3B
$378K ﹤0.01%
322
+50
GPI icon
1103
Group 1 Automotive
GPI
$4.95B
$376K ﹤0.01%
862
+103
SPB icon
1104
Spectrum Brands
SPB
$1.37B
$376K ﹤0.01%
7,095
+741
IR icon
1105
Ingersoll Rand
IR
$31.5B
$376K ﹤0.01%
4,519
-140
CNC icon
1106
Centene
CNC
$19.1B
$375K ﹤0.01%
6,912
+1,739
ESI icon
1107
Element Solutions
ESI
$6.28B
$375K ﹤0.01%
+16,557
MRNA icon
1108
Moderna
MRNA
$9.84B
$375K ﹤0.01%
13,574
-140,814
STRL icon
1109
Sterling Infrastructure
STRL
$9.94B
$374K ﹤0.01%
+1,620
POST icon
1110
Post Holdings
POST
$5.2B
$373K ﹤0.01%
3,422
+85
CACI icon
1111
CACI
CACI
$13.1B
$371K ﹤0.01%
+778
STM icon
1112
STMicroelectronics
STM
$22.9B
$370K ﹤0.01%
+12,167
SPTI icon
1113
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.6B
$369K ﹤0.01%
+12,814
AOM icon
1114
iShares Core Moderate Allocation ETF
AOM
$1.64B
$369K ﹤0.01%
8,005
+16
AVY icon
1115
Avery Dennison
AVY
$13.6B
$368K ﹤0.01%
+2,094
KIM icon
1116
Kimco Realty
KIM
$13.8B
$367K ﹤0.01%
17,480
+140
FE icon
1117
FirstEnergy
FE
$26.1B
$367K ﹤0.01%
9,113
+478
GSIE icon
1118
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.75B
$366K ﹤0.01%
9,233
+71
MMSI icon
1119
Merit Medical Systems
MMSI
$5B
$366K ﹤0.01%
3,912
+225
RSPU icon
1120
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$514M
$365K ﹤0.01%
5,135
-323
BNDW icon
1121
Vanguard Total World Bond ETF
BNDW
$1.49B
$364K ﹤0.01%
5,252
BCO icon
1122
Brink's
BCO
$4.91B
$364K ﹤0.01%
4,074
+247
SYNA icon
1123
Synaptics
SYNA
$2.96B
$364K ﹤0.01%
5,610
+79
YUMC icon
1124
Yum China
YUMC
$16.9B
$363K ﹤0.01%
8,124
+437
BYRN icon
1125
Byrna Technologies
BYRN
$416M
$362K ﹤0.01%
+11,732
43 44
45
46 47