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
PFXF icon
626
VanEck Preferred Securities ex Financials ETF
PFXF
$2.02B
$2.06M 0.01%
+115,891
J icon
627
Jacobs Solutions
J
$16.5B
$2.04M 0.01%
13,594
-768
TFC icon
628
Truist Financial
TFC
$60.7B
$2.03M 0.01%
44,324
+37,494
IT icon
629
Gartner
IT
$16.7B
$2.01M 0.01%
7,664
+2,124
OIH icon
630
VanEck Oil Services ETF
OIH
$1.22B
$2.01M 0.01%
7,748
-227
RSG icon
631
Republic Services
RSG
$66.7B
$2.01M 0.01%
8,758
-175
JEPQ icon
632
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$31.8B
$1.99M 0.01%
34,585
-3
EBAY icon
633
eBay
EBAY
$37.1B
$1.99M 0.01%
21,850
+8,593
TSN icon
634
Tyson Foods
TSN
$20B
$1.97M 0.01%
36,200
+270
SLV icon
635
iShares Silver Trust
SLV
$29.3B
$1.96M 0.01%
46,249
+7,931
BTC
636
Grayscale Bitcoin Mini Trust ETF
BTC
$4.06B
$1.96M 0.01%
38,631
+15,236
FNDF icon
637
Schwab Fundamental International Large Company Index ETF
FNDF
$19B
$1.94M 0.01%
45,258
-4,429
PAVE icon
638
Global X US Infrastructure Development ETF
PAVE
$9.81B
$1.92M 0.01%
40,330
+8,880
GIS icon
639
General Mills
GIS
$24.6B
$1.9M 0.01%
37,692
+792
ATO icon
640
Atmos Energy
ATO
$27.7B
$1.87M 0.01%
10,925
+668
BG icon
641
Bunge Global
BG
$18.4B
$1.87M 0.01%
22,959
+504
CLX icon
642
Clorox
CLX
$12.8B
$1.86M 0.01%
15,091
+11,457
PML
643
PIMCO Municipal Income Fund II
PML
$511M
$1.86M 0.01%
233,486
+19
ZS icon
644
Zscaler
ZS
$38.9B
$1.85M 0.01%
6,173
+494
GRMN icon
645
Garmin
GRMN
$38.4B
$1.85M 0.01%
7,510
+698
XSOE icon
646
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.85B
$1.84M 0.01%
+48,421
B
647
Barrick Mining
B
$68.3B
$1.84M 0.01%
+56,060
STT icon
648
State Street
STT
$33.8B
$1.83M 0.01%
15,771
+1,647
FDRR icon
649
Fidelity Dividend ETF for Rising Rates
FDRR
$654M
$1.83M 0.01%
+31,186
CHRW icon
650
C.H. Robinson
CHRW
$18.8B
$1.83M 0.01%
13,746
+590
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