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
VIOO icon
1426
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.09B
$236K ﹤0.01%
+2,140
LCNB icon
1427
LCNB Corp
LCNB
$228M
$236K ﹤0.01%
15,729
-15,583
SNY icon
1428
Sanofi
SNY
$121B
$235K ﹤0.01%
4,984
-695
DECK icon
1429
Deckers Outdoor
DECK
$13.8B
$235K ﹤0.01%
2,315
-929
SNAP icon
1430
Snap
SNAP
$13.2B
$235K ﹤0.01%
30,415
-1,968
AMTM
1431
Amentum Holdings
AMTM
$6.96B
$234K ﹤0.01%
9,789
-496
XBI icon
1432
State Street SPDR S&P Biotech ETF
XBI
$8.08B
$233K ﹤0.01%
2,325
-273
BELFB
1433
Bel Fuse Inc Class B
BELFB
$2.02B
$232K ﹤0.01%
+1,642
SMMV icon
1434
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$293M
$231K ﹤0.01%
5,359
GABC icon
1435
German American Bancorp
GABC
$1.51B
$230K ﹤0.01%
5,850
KRMN
1436
Karman Holdings
KRMN
$8.74B
$229K ﹤0.01%
+3,178
BEN icon
1437
Franklin Resources
BEN
$12B
$229K ﹤0.01%
9,780
-3,055
BATRK icon
1438
Atlanta Braves Holdings Series B
BATRK
$2.43B
$229K ﹤0.01%
5,512
+269
REXR icon
1439
Rexford Industrial Realty
REXR
$9.69B
$229K ﹤0.01%
+5,502
CSTL icon
1440
Castle Biosciences
CSTL
$1.15B
$229K ﹤0.01%
10,036
+5
RSPG icon
1441
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$435M
$227K ﹤0.01%
2,853
-23
CIB icon
1442
Grupo Cibest SA
CIB
$15.3B
$227K ﹤0.01%
+4,364
BKH icon
1443
Black Hills Corp
BKH
$5.37B
$225K ﹤0.01%
+3,657
FTV icon
1444
Fortive
FTV
$17B
$224K ﹤0.01%
4,577
-4,243
PBH icon
1445
Prestige Consumer Healthcare
PBH
$2.9B
$224K ﹤0.01%
3,586
+98
SEZL icon
1446
Sezzle
SEZL
$2.2B
$224K ﹤0.01%
+2,811
DXC icon
1447
DXC Technology
DXC
$2.39B
$223K ﹤0.01%
16,380
+496
WLY icon
1448
John Wiley & Sons Class A
WLY
$2.02B
$223K ﹤0.01%
5,513
+298
HEI.A icon
1449
HEICO Corp Class A
HEI.A
$33.8B
$223K ﹤0.01%
875
+75
HLI icon
1450
Houlihan Lokey
HLI
$12.4B
$222K ﹤0.01%
+1,081
56 57
58
59 60