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
$1.72B
AUM Growth
+$431M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1
+$78.5M
2
+$63.5M
3
+$16.1M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$15.6M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$13.1M

Top Sells

1
+$14M
2
+$4.22M
3
+$2.57M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.15M
5
ABBV icon
AbbVie
ABBV
+$1.4M

Sector Composition

1 Technology 12.54%
2 Consumer Staples 6.52%
3 Healthcare 5.22%
4 Financials 4.33%
5 Real Estate 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$895K 0.04%
4,459
+795
252
$890K 0.04%
5,474
+2,383
253
$884K 0.04%
+41,770
254
$883K 0.04%
51,594
+22,050
255
$878K 0.04%
18,572
+1,553
256
$878K 0.04%
8,114
+4,040
257
$874K 0.03%
8,275
+162
258
$873K 0.03%
14,808
+1,034
259
$865K 0.03%
32,771
+6,299
260
$856K 0.03%
10,709
+370
261
$850K 0.03%
6,635
-1,224
262
$838K 0.03%
44,583
+353
263
$837K 0.03%
25,556
+24,445
264
$816K 0.03%
14,656
+8,721
265
$809K 0.03%
117,000
+40,000
266
$797K 0.03%
47,826
+33,099
267
$793K 0.03%
43,000
+23,000
268
$792K 0.03%
3,762
+285
269
$789K 0.03%
55,000
-66,140
270
$789K 0.03%
35,913
+5,777
271
$788K 0.03%
14,144
272
$783K 0.03%
5,915
+2,133
273
$781K 0.03%
16,854
+1,820
274
$780K 0.03%
7,683
+529
275
$767K 0.03%
5,515
+81
9 10
11
12 13