Lido Advisors

Lido Advisors Portfolio holdings

AUM $19.1B
1-Year Est. Return 10.87%
This Quarter Est. Return
1 Year Est. Return
+10.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17B
AUM Growth
+$956M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,443
New
Increased
Reduced
Closed

Top Buys

1
+$910M
2
+$561M
3
+$94.7M
4
AAPL icon
Apple
AAPL
+$81.6M
5
MSFT icon
Microsoft
MSFT
+$77.5M

Top Sells

1
+$158M
2
+$75M
3
+$59M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$46.5M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$46.2M

Sector Composition

1 Technology 15.16%
2 Financials 4.97%
3 Healthcare 3.8%
4 Consumer Discretionary 3.5%
5 Communication Services 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ETN icon
101
Eaton
ETN
$146B
$26.4M 0.12%
97,024
+33,271
XLC icon
102
The Communication Services Select Sector SPDR Fund
XLC
$27.3B
$26.2M 0.12%
272,052
+13,446
FUTY icon
103
Fidelity MSCI Utilities Index ETF
FUTY
$2.15B
$26.1M 0.12%
513,029
-36,096
TGT icon
104
Target
TGT
$40.9B
$25.7M 0.12%
245,903
+39,214
CSCO icon
105
Cisco
CSCO
$273B
$25.6M 0.12%
415,078
+65,718
VONG icon
106
Vanguard Russell 1000 Growth ETF
VONG
$32.7B
$25.6M 0.12%
275,987
-4,802
CVX icon
107
Chevron
CVX
$306B
$25.4M 0.11%
151,682
+10,714
VUG icon
108
Vanguard Growth ETF
VUG
$194B
$25.2M 0.11%
67,983
+1,852
DE icon
109
Deere & Co
DE
$124B
$24.6M 0.11%
52,344
+12,040
MCD icon
110
McDonald's
MCD
$218B
$24.6M 0.11%
78,625
+32,081
RTX icon
111
RTX Corp
RTX
$210B
$24.6M 0.11%
185,373
+12,224
ADI icon
112
Analog Devices
ADI
$119B
$24.5M 0.11%
121,660
+12,949
AXP icon
113
American Express
AXP
$225B
$24.4M 0.11%
90,543
+29,543
IBDU icon
114
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.95B
$23.9M 0.11%
1,034,209
+372,199
IBM icon
115
IBM
IBM
$257B
$23.6M 0.11%
95,010
+462
XLY icon
116
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.8B
$23.6M 0.11%
119,502
+88,666
MTG icon
117
MGIC Investment
MTG
$6.12B
$23.1M 0.1%
932,386
+908,997
IJH icon
118
iShares Core S&P Mid-Cap ETF
IJH
$98.9B
$22.9M 0.1%
393,098
-12,283
IJJ icon
119
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.88B
$22.9M 0.1%
190,887
-7,405
MU icon
120
Micron Technology
MU
$227B
$22.3M 0.1%
256,742
+35,060
ABT icon
121
Abbott
ABT
$222B
$22.3M 0.1%
168,172
+24,732
VTWO icon
122
Vanguard Russell 2000 ETF
VTWO
$12.9B
$22.2M 0.1%
275,137
-11,060
BAC icon
123
Bank of America
BAC
$374B
$22.1M 0.1%
528,771
+17,701
ACN icon
124
Accenture
ACN
$145B
$21.2M 0.1%
67,860
+2,741
IWP icon
125
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
$21.2M 0.1%
180,119
+17,259
3 4
5
6 7