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
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
SCI icon
1176
Service Corp International
SCI
$11.6B
$320K ﹤0.01%
3,928
+6
ATI icon
1177
ATI
ATI
$16.9B
$318K ﹤0.01%
3,683
-20,111
RA
1178
Brookfield Real Assets Income Fund
RA
$717M
$318K ﹤0.01%
23,753
MVV icon
1179
ProShares Ultra MidCap400
MVV
$149M
$317K ﹤0.01%
4,985
-245
RS icon
1180
Reliance Steel & Aluminium
RS
$16.9B
$317K ﹤0.01%
1,010
+5
ALGN icon
1181
Align Technology
ALGN
$12.3B
$317K ﹤0.01%
1,674
+89
CPT icon
1182
Camden Property Trust
CPT
$11.7B
$317K ﹤0.01%
2,785
+144
CAVA icon
1183
CAVA Group
CAVA
$8.36B
$316K ﹤0.01%
+3,753
DBC icon
1184
Invesco DB Commodity Index Tracking Fund
DBC
$1.24B
$316K ﹤0.01%
14,469
+3,745
FRA icon
1185
BlackRock Floating Rate Income Strategies Fund
FRA
$428M
$314K ﹤0.01%
23,908
MYFW icon
1186
First Western Financial
MYFW
$259M
$314K ﹤0.01%
13,924
RNST icon
1187
Renasant Corp
RNST
$3.48B
$314K ﹤0.01%
+8,741
MUFG icon
1188
Mitsubishi UFJ Financial
MUFG
$214B
$314K ﹤0.01%
22,452
+921
CWB icon
1189
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$4.88B
$313K ﹤0.01%
3,783
REZI icon
1190
Resideo Technologies
REZI
$5.67B
$312K ﹤0.01%
14,149
+55
ITRI icon
1191
Itron
ITRI
$4.49B
$312K ﹤0.01%
+2,371
VMBS icon
1192
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.9B
$311K ﹤0.01%
+6,719
CRDO icon
1193
Credo Technology Group
CRDO
$27.3B
$310K ﹤0.01%
+3,349
EXTR icon
1194
Extreme Networks
EXTR
$2.13B
$310K ﹤0.01%
17,268
-395
QUS icon
1195
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.57B
$310K ﹤0.01%
1,899
EZU icon
1196
iShare MSCI Eurozone ETF
EZU
$9.49B
$309K ﹤0.01%
5,200
+719
BEN icon
1197
Franklin Resources
BEN
$13.6B
$308K ﹤0.01%
+12,835
JBTM
1198
JBT Marel
JBTM
$8.26B
$308K ﹤0.01%
2,558
-114
AER icon
1199
AerCap
AER
$24.3B
$307K ﹤0.01%
2,626
+99
TMFG icon
1200
Motley Fool Global Opportunities ETF
TMFG
$376M
$307K ﹤0.01%
+10,098
46 47
48
49 50