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
51
$7.42M 0.3%
33,997
+9,129
52
$7.39M 0.29%
174,669
+29,823
53
$7.22M 0.29%
339,747
+84,241
54
$7.11M 0.28%
33,445
-166
55
$6.94M 0.28%
137,307
+2,535
56
$6.78M 0.27%
243,188
+46,448
57
$6.38M 0.25%
33,974
+4,158
58
$6.36M 0.25%
19,675
+2,894
59
$6.12M 0.24%
178,185
+39,557
60
$6.11M 0.24%
127,848
-11,768
61
$5.93M 0.24%
212,475
+199,050
62
$5.77M 0.23%
41,968
+4,560
63
$5.7M 0.23%
153,238
+83,557
64
$5.61M 0.22%
59,843
+44,842
65
$5.43M 0.22%
23,958
+1,803
66
$5.41M 0.22%
153,624
+12,888
67
$5.39M 0.21%
80,600
-2,360
68
$5.28M 0.21%
36,260
+5,279
69
$5.24M 0.21%
54,238
+4,608
70
$5.18M 0.21%
108,100
+20,456
71
$5.11M 0.2%
27,083
-1,024
72
$5.1M 0.2%
17,340
-4,717
73
$4.92M 0.2%
53,860
-46,193
74
$4.88M 0.19%
60,650
+4,818
75
$4.76M 0.19%
24,069
+8,216
1 2
3
4 5