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
501
$247K 0.01%
3,646
+149
502
$247K 0.01%
+5,157
503
$246K 0.01%
2,063
504
$245K 0.01%
37,651
+4,666
505
$243K 0.01%
6,910
506
$243K 0.01%
+5,000
507
$243K 0.01%
2,183
-2,103
508
$242K 0.01%
+27,600
509
$240K 0.01%
+2,856
510
$239K 0.01%
10,061
+209
511
$238K 0.01%
23,700
-6,000
512
$238K 0.01%
7,326
-311
513
$236K 0.01%
4,966
-9,925
514
$236K 0.01%
15,000
-30,000
515
$236K 0.01%
+9,025
516
$236K 0.01%
+1,245
517
$234K 0.01%
+14,115
518
$234K 0.01%
+2,349
519
$234K 0.01%
11,623
-2,500
520
$232K 0.01%
+7,729
521
$232K 0.01%
5,822
-11,199
522
$232K 0.01%
+1,978
523
$231K 0.01%
1,876
+10
524
$230K 0.01%
2,066
+81
525
$229K 0.01%
+40,000
19 20
21
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