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
26
$12.7M 0.51%
145,561
+121,891
27
$12.6M 0.5%
188,420
+22,100
28
$12.4M 0.49%
57,907
-567
29
$12.2M 0.49%
49,804
+2,422
30
$11.8M 0.47%
140,284
-3,318
31
$11.3M 0.45%
292,964
-5,813
32
$10.4M 0.41%
94,066
-7,076
33
$10.3M 0.41%
156,435
-326
34
$9.81M 0.39%
222,722
-9,512
35
$9.46M 0.38%
374,754
+106,380
36
$9.41M 0.37%
110,258
+8,572
37
$9.34M 0.37%
73,010
38
$9.06M 0.36%
72,212
+1,166
39
$8.59M 0.34%
52,500
-378
40
$8.57M 0.34%
340,823
+182,410
41
$8.53M 0.34%
71,182
+5,628
42
$8.37M 0.33%
66,670
-5,401
43
$8.29M 0.33%
59,489
+12,740
44
$8.19M 0.33%
65,707
-4,804
45
$8.07M 0.32%
138,796
-14,136
46
$8.03M 0.32%
38,076
+110
47
$7.73M 0.31%
483,067
-10,774
48
$7.68M 0.31%
25,963
-7,268
49
$7.62M 0.3%
259,610
+141,890
50
$7.61M 0.3%
127,103
+46,988
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