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
526
$228K 0.01%
+35,000
527
$226K 0.01%
+7,647
528
$225K 0.01%
+14,858
529
$224K 0.01%
5,127
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530
$224K 0.01%
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531
$223K 0.01%
2,793
532
$222K 0.01%
+1,464
533
$222K 0.01%
+2,590
534
$221K 0.01%
1,896
-2,506
535
$220K 0.01%
+1,875
536
$219K 0.01%
6,476
+1,012
537
$218K 0.01%
+5,953
538
$218K 0.01%
+6,794
539
$217K 0.01%
+1,116
540
$217K 0.01%
+5,385
541
$215K 0.01%
+9,889
542
$215K 0.01%
+4,203
543
$215K 0.01%
+5,433
544
$215K 0.01%
+1,433
545
$214K 0.01%
+15,446
546
$213K 0.01%
18,934
-1,000
547
$213K 0.01%
+15,000
548
$213K 0.01%
+3,386
549
$213K 0.01%
+2,300
550
$213K 0.01%
161
20 21
22
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