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
RSP icon
126
Invesco S&P 500 Equal Weight ETF
RSP
$74.8B
$23.7M 0.09%
130,255
+24,805
MCD icon
127
McDonald's
MCD
$219B
$23.5M 0.09%
80,427
+1,802
AXP icon
128
American Express
AXP
$254B
$22.9M 0.09%
71,784
-18,759
MS icon
129
Morgan Stanley
MS
$276B
$22.3M 0.09%
158,510
-8,740
VFH icon
130
Vanguard Financials ETF
VFH
$13.1B
$22.2M 0.09%
174,274
+750
MU icon
131
Micron Technology
MU
$264B
$22.1M 0.09%
179,305
-77,437
MTUM icon
132
iShares MSCI USA Momentum Factor ETF
MTUM
$20.4B
$22M 0.09%
91,706
-6,398
BLK icon
133
Blackrock
BLK
$168B
$21.9M 0.09%
20,909
+3,348
CVX icon
134
Chevron
CVX
$303B
$21.9M 0.09%
152,753
+1,071
MDY icon
135
SPDR S&P MidCap 400 ETF Trust
MDY
$23.5B
$21.6M 0.08%
38,084
-316
IEI icon
136
iShares 3-7 Year Treasury Bond ETF
IEI
$17.6B
$21.3M 0.08%
178,606
-58,915
TJX icon
137
TJX Companies
TJX
$167B
$21.2M 0.08%
171,447
+42,572
PM icon
138
Philip Morris
PM
$236B
$21.2M 0.08%
115,504
+32,419
VWO icon
139
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$20.9M 0.08%
421,915
+279,833
GE icon
140
GE Aerospace
GE
$304B
$20.7M 0.08%
80,562
+22,765
TMUS icon
141
T-Mobile US
TMUS
$233B
$20.7M 0.08%
86,765
+36,551
GD icon
142
General Dynamics
GD
$91.3B
$20.6M 0.08%
70,477
-88
VRTX icon
143
Vertex Pharmaceuticals
VRTX
$118B
$20.4M 0.08%
45,822
+11,590
VT icon
144
Vanguard Total World Stock ETF
VT
$57.4B
$20.3M 0.08%
157,887
+5,142
JBHT icon
145
JB Hunt Transport Services
JBHT
$17.9B
$20.3M 0.08%
141,225
+13,686
ICE icon
146
Intercontinental Exchange
ICE
$89.4B
$20.2M 0.08%
110,101
+34,167
GEV icon
147
GE Vernova
GEV
$163B
$20.1M 0.08%
37,923
+19,048
DIS icon
148
Walt Disney
DIS
$189B
$19.8M 0.08%
159,053
-218,316
VIG icon
149
Vanguard Dividend Appreciation ETF
VIG
$101B
$19.8M 0.08%
96,129
+7,127
EFA icon
150
iShares MSCI EAFE ETF
EFA
$68.9B
$19.6M 0.08%
219,482
+137,148
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6
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