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
351
$486K 0.03%
5,240
+1,938
352
$482K 0.03%
2,448
+1,101
353
$479K 0.03%
3,350
+305
354
$479K 0.03%
56,052
355
$478K 0.03%
+16,365
356
$471K 0.03%
70,000
+30,000
357
$469K 0.03%
2,038
-199
358
$462K 0.03%
26,500
+6,500
359
$461K 0.03%
+1,568
360
$461K 0.03%
13,180
+610
361
$460K 0.03%
6,177
+27
362
$458K 0.03%
+5,789
363
$458K 0.03%
34,550
-2,382
364
$452K 0.03%
3,297
+1,130
365
$441K 0.03%
4,759
-1
366
$440K 0.03%
13,467
-1
367
$439K 0.03%
11,264
+2,339
368
$437K 0.03%
3,314
+140
369
$436K 0.03%
7,344
+515
370
$435K 0.03%
16,361
-495
371
$431K 0.03%
+7,685
372
$431K 0.03%
4,384
-184
373
$429K 0.03%
8,366
+423
374
$429K 0.03%
9,908
+384
375
$428K 0.02%
5,974
+863
13 14
15
16 17