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
401
$368K 0.01%
3,932
+289
402
$367K 0.01%
9,598
-329
403
$363K 0.01%
8,748
404
$362K 0.01%
2,574
-24
405
$355K 0.01%
6,478
+767
406
$355K 0.01%
+1,720
407
$355K 0.01%
25,065
-948
408
$354K 0.01%
38,702
-1,653
409
$353K 0.01%
18,785
-4,788
410
$349K 0.01%
4,126
-8,777
411
$347K 0.01%
4,550
+1,095
412
$345K 0.01%
+2,990
413
$342K 0.01%
5,748
+1,556
414
$341K 0.01%
4,474
+210
415
$340K 0.01%
1
416
$340K 0.01%
+6,386
417
$337K 0.01%
8,002
-1,240
418
$336K 0.01%
6,203
+1,014
419
$336K 0.01%
5,437
+190
420
$334K 0.01%
2,092
+314
421
$331K 0.01%
+6,044
422
$329K 0.01%
8,325
-189
423
$328K 0.01%
1,414
-1,435
424
$325K 0.01%
+1,559
425
$325K 0.01%
1,870
+231
15 16
17
18 19