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
SPG icon
551
Simon Property Group
SPG
$59.5B
$1.92M 0.01%
11,928
-6,761
GIS icon
552
General Mills
GIS
$24.6B
$1.91M 0.01%
36,900
+859
MSB
553
Mesabi Trust
MSB
$426M
$1.91M 0.01%
79,779
IRM icon
554
Iron Mountain
IRM
$24.9B
$1.91M 0.01%
18,476
-14,783
EXC icon
555
Exelon
EXC
$44.9B
$1.89M 0.01%
43,520
+7,541
J icon
556
Jacobs Solutions
J
$16.5B
$1.89M 0.01%
14,362
-1,381
SNSR icon
557
Global X Internet of Things ETF
SNSR
$205M
$1.88M 0.01%
49,821
-19,967
JEPQ icon
558
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$31.8B
$1.88M 0.01%
34,588
+6,669
SCHO icon
559
Schwab Short-Term US Treasury ETF
SCHO
$12.3B
$1.88M 0.01%
77,012
+175
SPTM icon
560
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.8B
$1.87M 0.01%
24,981
+7,508
D icon
561
Dominion Energy
D
$51.3B
$1.86M 0.01%
32,939
+2,248
OIH icon
562
VanEck Oil Services ETF
OIH
$1.22B
$1.84M 0.01%
7,975
+4,066
PEG icon
563
Public Service Enterprise Group
PEG
$40.2B
$1.83M 0.01%
21,737
+12,721
TER icon
564
Teradyne
TER
$30.6B
$1.82M 0.01%
20,184
-1,556
MKC icon
565
McCormick & Company Non-Voting
MKC
$17.2B
$1.81M 0.01%
23,814
+5,895
BG icon
566
Bunge Global
BG
$18.4B
$1.8M 0.01%
22,455
-223
GKOS icon
567
Glaukos
GKOS
$6.17B
$1.8M 0.01%
17,423
+720
FNDA icon
568
Schwab Fundamental US Small Company Index ETF
FNDA
$9.05B
$1.8M 0.01%
62,796
+6,870
VEU icon
569
Vanguard FTSE All-World ex-US ETF
VEU
$52.4B
$1.8M 0.01%
26,705
-232,358
BSMV icon
570
Invesco BulletShares 2031 Municipal Bond ETF
BSMV
$135M
$1.78M 0.01%
86,500
+19,300
ZS icon
571
Zscaler
ZS
$38.9B
$1.78M 0.01%
5,679
+109
IBHI icon
572
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
$309M
$1.78M 0.01%
75,084
-2,985
XEL icon
573
Xcel Energy
XEL
$46.4B
$1.78M 0.01%
25,873
-555
APO icon
574
Apollo Global Management
APO
$78.1B
$1.78M 0.01%
12,512
+64
AZO icon
575
AutoZone
AZO
$63.6B
$1.77M 0.01%
476
+76
21 22
23
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