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
551
$211K 0.01%
+1,032
552
$211K 0.01%
15,072
-15,072
553
$207K 0.01%
+2,307
554
$205K 0.01%
+1,498
555
$203K 0.01%
+1,149
556
$201K 0.01%
+6,008
557
$201K 0.01%
+3,754
558
$191K 0.01%
+14,479
559
$183K 0.01%
+4,971
560
$182K 0.01%
+13,001
561
$181K 0.01%
16,020
562
$177K 0.01%
+16,069
563
$173K 0.01%
11,163
-470
564
$167K 0.01%
16,622
-1,916
565
$167K 0.01%
11,417
566
$167K 0.01%
27,230
-1,184
567
$162K 0.01%
4,176
+197
568
$158K 0.01%
150,000
+140,000
569
$157K 0.01%
11,249
-600
570
$149K 0.01%
13,575
-14,944
571
$136K 0.01%
+12,515
572
$115K ﹤0.01%
+10,660
573
$113K ﹤0.01%
+11,425
574
$113K ﹤0.01%
5,293
-114
575
$107K ﹤0.01%
+10,000
21 22
23
24 25