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
451
$298K 0.01%
+3,756
452
$294K 0.01%
5,468
+896
453
$294K 0.01%
+4,817
454
$293K 0.01%
4,804
+4
455
$292K 0.01%
16,160
456
$291K 0.01%
+32,257
457
$289K 0.01%
3,130
+121
458
$288K 0.01%
10,575
-448
459
$286K 0.01%
2,775
+158
460
$286K 0.01%
+2,370
461
$285K 0.01%
2,317
+259
462
$284K 0.01%
46,453
-3,925
463
$284K 0.01%
2,819
+547
464
$283K 0.01%
11,212
+394
465
$282K 0.01%
+19,069
466
$280K 0.01%
6,188
+522
467
$280K 0.01%
2,459
-5
468
$279K 0.01%
6,396
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469
$279K 0.01%
2,551
-713
470
$279K 0.01%
+1,643
471
$278K 0.01%
4,795
+536
472
$277K 0.01%
+1,618
473
$277K 0.01%
+2,914
474
$275K 0.01%
19,815
-1,860
475
$273K 0.01%
14,656
-27,675
17 18
19
20 21