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
101
$2.9M 0.12%
8,927
+1,464
102
$2.87M 0.11%
94,226
+52
103
$2.77M 0.11%
24,699
+6,655
104
$2.69M 0.11%
30,606
+6,645
105
$2.53M 0.1%
34,040
+5,208
106
$2.5M 0.1%
53,585
+100
107
$2.45M 0.1%
38,184
+12,068
108
$2.41M 0.1%
8,079
+4,812
109
$2.34M 0.09%
18,793
+796
110
$2.31M 0.09%
17,973
-1,656
111
$2.3M 0.09%
65,166
+3,654
112
$2.3M 0.09%
54,790
-3,057
113
$2.27M 0.09%
84,500
+54,500
114
$2.23M 0.09%
72,556
+12,760
115
$2.21M 0.09%
18,328
+2,827
116
$2.19M 0.09%
36,136
+1,564
117
$2.16M 0.09%
22,830
+1,344
118
$2.16M 0.09%
11,923
+274
119
$2.08M 0.08%
102,273
+6,356
120
$2.05M 0.08%
17,981
+5,586
121
$2.02M 0.08%
134,226
+14,686
122
$2.01M 0.08%
12,469
+1,782
123
$2M 0.08%
158,984
+755
124
$2M 0.08%
18,345
+63
125
$1.99M 0.08%
91,271
+42,659
3 4
5
6 7