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
in Stake 		Capital Flow
76
$4.69M 0.27%
67,166
+4,814
77
$4.67M 0.27%
54,109
+33,515
78
$4.66M 0.27%
22,709
+4,814
79
$4.38M 0.25%
73,584
+6,924
80
$4.37M 0.25%
60,329
+1,932
81
$4.22M 0.25%
65,292
+850
82
$4.21M 0.24%
12,913
+4,431
83
$4.16M 0.24%
25,131
-1,768
84
$4.12M 0.24%
51,612
+26,761
85
$4.02M 0.23%
35,703
+6,163
86
$3.99M 0.23%
72,083
+54,445
87
$3.84M 0.22%
11,171
+47
88
$3.79M 0.22%
128,315
+31,703
89
$3.7M 0.22%
60,249
+14,484
90
$3.65M 0.21%
44,791
+638
91
$3.58M 0.21%
384,616
+364,477
92
$3.49M 0.2%
65,082
-261,941
93
$3.45M 0.2%
76,949
-438
94
$3.32M 0.19%
37,528
-15,760
95
$3.29M 0.19%
42,500
-513
96
$3.27M 0.19%
40,399
+25,564
97
$3.05M 0.18%
23,821
+5,130
98
$3M 0.17%
234,738
-1,998
99
$2.95M 0.17%
54,900
+1,783
100
$2.93M 0.17%
9,973
+1,511
2 3
4
5 6