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
476
$273K 0.01%
8,200
477
$273K 0.01%
+9,245
478
$272K 0.01%
6,320
-9,250
479
$271K 0.01%
+4,444
480
$271K 0.01%
1,852
+143
481
$270K 0.01%
+6,422
482
$268K 0.01%
3,148
+158
483
$268K 0.01%
8,438
+1,330
484
$266K 0.01%
+2,112
485
$265K 0.01%
1,947
+340
486
$265K 0.01%
4,817
+170
487
$264K 0.01%
+2,820
488
$262K 0.01%
2,615
+233
489
$261K 0.01%
3,441
490
$260K 0.01%
20,159
-15,457
491
$260K 0.01%
+4,360
492
$258K 0.01%
8,156
493
$258K 0.01%
2,726
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494
$256K 0.01%
60,710
495
$255K 0.01%
+22,350
496
$254K 0.01%
5,329
497
$252K 0.01%
+3,571
498
$249K 0.01%
3,829
-7,878
499
$249K 0.01%
4,198
+374
500
$247K 0.01%
15,860
18 19
20
21 22