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
WST icon
1226
West Pharmaceutical
WST
$20.5B
$287K ﹤0.01%
1,312
-1,532
OTTR icon
1227
Otter Tail
OTTR
$3.47B
$287K ﹤0.01%
+3,718
TWIN icon
1228
Twin Disc
TWIN
$228M
$286K ﹤0.01%
32,431
DORM icon
1229
Dorman Products
DORM
$3.94B
$286K ﹤0.01%
2,333
+32
ARE icon
1230
Alexandria Real Estate Equities
ARE
$8.37B
$284K ﹤0.01%
3,843
-1,737
ORI icon
1231
Old Republic International
ORI
$10.9B
$283K ﹤0.01%
7,350
-620
TPH icon
1232
Tri Pointe Homes
TPH
$2.96B
$282K ﹤0.01%
8,832
+880
SNAP icon
1233
Snap
SNAP
$13.2B
$281K ﹤0.01%
32,383
-630
AVLV icon
1234
Avantis US Large Cap Value ETF
AVLV
$8.86B
$280K ﹤0.01%
+4,103
EFG icon
1235
iShares MSCI EAFE Growth ETF
EFG
$9.48B
$280K ﹤0.01%
2,495
-262
PBH icon
1236
Prestige Consumer Healthcare
PBH
$2.9B
$279K ﹤0.01%
3,488
+649
PDD icon
1237
Pinduoduo
PDD
$166B
$276K ﹤0.01%
2,633
+115
IYG icon
1238
iShares US Financial Services ETF
IYG
$1.91B
$275K ﹤0.01%
3,216
SU icon
1239
Suncor Energy
SU
$53.7B
$275K ﹤0.01%
7,334
+465
SNY icon
1240
Sanofi
SNY
$121B
$274K ﹤0.01%
5,679
-331
FTAI icon
1241
FTAI Aviation
FTAI
$17.5B
$273K ﹤0.01%
+2,372
LIT icon
1242
Global X Lithium & Battery Tech ETF
LIT
$1.41B
$271K ﹤0.01%
7,044
-577
ADMA icon
1243
ADMA Biologics
ADMA
$4.69B
$271K ﹤0.01%
+14,879
RAMP icon
1244
LiveRamp
RAMP
$1.86B
$270K ﹤0.01%
+8,187
DVN icon
1245
Devon Energy
DVN
$23.6B
$270K ﹤0.01%
8,499
-27,347
REM icon
1246
iShares Mortgage Real Estate ETF
REM
$646M
$270K ﹤0.01%
12,637
+116
DIAX icon
1247
Nuveen Dow 30SM Dynamic Overwrite Fund
DIAX
$550M
$270K ﹤0.01%
+18,436
AAMI
1248
Acadian Asset Management
AAMI
$1.61B
$270K ﹤0.01%
+7,648
PINS icon
1249
Pinterest
PINS
$18.5B
$269K ﹤0.01%
+7,504
VTR icon
1250
Ventas
VTR
$37.6B
$268K ﹤0.01%
4,219
+539
48 49
50
51 52