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
$24.4B
AUM Growth
+$5.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,645
New
Increased
Reduced
Closed

Top Buys

1
+$479M
2
+$297M
3
+$201M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$200M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$147M

Top Sells

1
+$184M
2
+$76M
3
+$75.9M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$74.9M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$22.8M

Sector Composition

1 Technology 18.37%
2 Financials 4.95%
3 Consumer Discretionary 3.83%
4 Communication Services 3.8%
5 Healthcare 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FSLR icon
576
First Solar
FSLR
$27.6B
$2.54M 0.01%
11,533
+3,062
APO icon
577
Apollo Global Management
APO
$78.9B
$2.54M 0.01%
19,076
+6,564
XONE icon
578
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
$672M
$2.54M 0.01%
+51,185
NSC icon
579
Norfolk Southern
NSC
$66B
$2.52M 0.01%
8,392
+1,516
BSJP icon
580
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$585M
$2.51M 0.01%
108,974
+620
CMA icon
581
Comerica
CMA
$10.7B
$2.48M 0.01%
35,939
+9,695
INOD icon
582
Innodata
INOD
$1.89B
$2.47M 0.01%
+32,020
WOR icon
583
Worthington Enterprises
WOR
$2.76B
$2.46M 0.01%
44,314
-2,341
BSV icon
584
Vanguard Short-Term Bond ETF
BSV
$39.2B
$2.43M 0.01%
30,758
-208,511
HUM icon
585
Humana
HUM
$30.5B
$2.42M 0.01%
9,286
+629
DELL icon
586
Dell
DELL
$89.3B
$2.42M 0.01%
17,053
+619
ALAB icon
587
Astera Labs
ALAB
$24.9B
$2.4M 0.01%
12,240
-4,550
MGC icon
588
Vanguard Mega Cap 300 Index ETF
MGC
$9.09B
$2.39M 0.01%
9,799
FOUR icon
589
Shift4
FOUR
$4.82B
$2.39M 0.01%
30,892
+15,093
MAS icon
590
Masco
MAS
$13.5B
$2.39M 0.01%
33,890
+16,275
KMB icon
591
Kimberly-Clark
KMB
$35.3B
$2.37M 0.01%
18,904
+1,376
KOMP icon
592
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.45B
$2.37M 0.01%
+38,025
SPEM icon
593
SPDR Portfolio Emerging Markets ETF
SPEM
$15.2B
$2.36M 0.01%
+50,332
WEC icon
594
WEC Energy
WEC
$34.8B
$2.35M 0.01%
20,469
-2,996
MSB
595
Mesabi Trust
MSB
$431M
$2.34M 0.01%
79,779
OKE icon
596
Oneok
OKE
$47.3B
$2.33M 0.01%
31,965
+856
CSGP icon
597
CoStar Group
CSGP
$29.1B
$2.32M 0.01%
27,536
+6,381
AIQ icon
598
Global X Artificial Intelligence & Technology ETF
AIQ
$7.07B
$2.32M 0.01%
46,972
+25,673
XT icon
599
iShares Future Exponential Technologies ETF
XT
$3.71B
$2.31M 0.01%
+32,142
HPE icon
600
Hewlett Packard
HPE
$29.5B
$2.31M 0.01%
93,604
+30,210
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