Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.4B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
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
+$68.8M
2
+$59M
3
+$15.3M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$14.9M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$12.9M

Top Sells

1
+$13.5M
2
+$4.23M
3
+$2.55M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.06M
5
ABBV icon
AbbVie
ABBV
+$1.31M

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
326
$545K 0.03%
+21,001
327
$545K 0.03%
35,771
+6,654
328
$544K 0.03%
21,277
329
$539K 0.03%
+2,340
330
$539K 0.03%
7,274
+796
331
$536K 0.03%
2,045
+1,019
332
$525K 0.03%
7,623
+801
333
$524K 0.03%
+5,591
334
$522K 0.03%
912
335
$522K 0.03%
+35,576
336
$521K 0.03%
+8,690
337
$521K 0.03%
26,976
+9
338
$517K 0.03%
3,405
+14
339
$516K 0.03%
4,768
-43
340
$515K 0.03%
28,600
+3,600
341
$510K 0.03%
+6,332
342
$506K 0.03%
9,516
+452
343
$506K 0.03%
10,200
+2,560
344
$504K 0.03%
44,379
+7,153
345
$503K 0.03%
23,411
-1,336
346
$500K 0.03%
107,216
347
$498K 0.03%
4,474
+297
348
$493K 0.03%
64,277
+11,574
349
$488K 0.03%
18,610
+2,751
350
$486K 0.03%
3,306
+277
12 13
14
15 16