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
426
$322K 0.02%
3,885
-205
427
$322K 0.02%
14,975
-4,837
428
$319K 0.02%
6,086
+252
429
$319K 0.02%
+1,496
430
$315K 0.02%
27,266
431
$314K 0.02%
1,435
+25
432
$313K 0.02%
3,656
-989
433
$313K 0.02%
+3,295
434
$311K 0.02%
+3,774
435
$311K 0.02%
+2,581
436
$311K 0.02%
1,964
-84
437
$309K 0.02%
+8,957
438
$308K 0.02%
12,789
+360
439
$307K 0.02%
+4,346
440
$307K 0.02%
1,017
-84
441
$307K 0.02%
5,263
+1,263
442
$304K 0.02%
2,716
+92
443
$303K 0.02%
+14,190
444
$303K 0.02%
2,838
445
$302K 0.02%
10,740
-480
446
$302K 0.02%
2,345
+42
447
$302K 0.02%
11,031
+2
448
$301K 0.02%
+1,963
449
$300K 0.02%
+5,898
450
$300K 0.02%
+37,395
16 17
18
19 20