Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.4B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
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
+$68.8M
2
+$59M
3
+$15.3M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$14.9M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$12.9M

Top Sells

1
+$13.5M
2
+$4.23M
3
+$2.55M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.06M
5
ABBV icon
AbbVie
ABBV
+$1.31M

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
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