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
301
$619K 0.02%
10,576
+1,281
302
$611K 0.02%
7,857
+2,766
303
$604K 0.02%
30,138
+540
304
$596K 0.02%
8,652
+2,638
305
$595K 0.02%
7,804
+4,956
306
$592K 0.02%
11,489
+2,474
307
$585K 0.02%
32,054
-1,344
308
$584K 0.02%
3,507
+248
309
$584K 0.02%
3,898
-345
310
$583K 0.02%
2,771
+165
311
$582K 0.02%
10,992
+916
312
$579K 0.02%
38,870
-900
313
$578K 0.02%
12,992
314
$577K 0.02%
+42,482
315
$572K 0.02%
9,693
+2,962
316
$571K 0.02%
+2,416
317
$565K 0.02%
42,826
-1,843
318
$563K 0.02%
2,943
-5
319
$562K 0.02%
+2,120
320
$561K 0.02%
24,160
+3,425
321
$560K 0.02%
2,895
+1,512
322
$553K 0.02%
3,973
+1,828
323
$548K 0.02%
+4,579
324
$548K 0.02%
3,707
-471
325
$547K 0.02%
1,696
+16
11 12
13
14 15