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
376
$425K 0.02%
+4,501
377
$418K 0.02%
2,102
+613
378
$416K 0.02%
16,000
-9,220
379
$414K 0.02%
11,457
+678
380
$410K 0.02%
+2,666
381
$404K 0.02%
3,028
+117
382
$401K 0.02%
+4,115
383
$398K 0.02%
10,509
384
$395K 0.02%
8,071
+1,121
385
$393K 0.02%
8,531
-363
386
$392K 0.02%
18,750
+5,750
387
$392K 0.02%
4,138
+775
388
$391K 0.02%
13,323
389
$391K 0.02%
+1,529
390
$388K 0.02%
3,309
-178
391
$387K 0.02%
+3,320
392
$386K 0.02%
20,726
+7,614
393
$380K 0.02%
4,946
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394
$378K 0.02%
+5,892
395
$377K 0.02%
17,693
+2,862
396
$376K 0.02%
+11,049
397
$374K 0.01%
4,969
+848
398
$372K 0.01%
63,239
+31,000
399
$370K 0.01%
15,000
-25,000
400
$369K 0.01%
13,705
-4,102
14 15
16
17 18