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
151
$1.71M 0.1%
38,032
+8,385
152
$1.69M 0.1%
25,947
+16,957
153
$1.68M 0.1%
19,090
+16,475
154
$1.66M 0.1%
52,450
+21,720
155
$1.65M 0.1%
11,589
+3,686
156
$1.64M 0.1%
15,973
+5,140
157
$1.63M 0.1%
30,811
-7,077
158
$1.62M 0.09%
6,712
+1,720
159
$1.62M 0.09%
11,676
+1,741
160
$1.6M 0.09%
54,840
-13,924
161
$1.58M 0.09%
36,747
+2,147
162
$1.57M 0.09%
11,013
+4,466
163
$1.56M 0.09%
17,992
-13,920
164
$1.55M 0.09%
8,772
+2,423
165
$1.55M 0.09%
8,520
+5,008
166
$1.55M 0.09%
28,538
-283
167
$1.55M 0.09%
24,314
-18,326
168
$1.55M 0.09%
21,286
+3,274
169
$1.54M 0.09%
16,870
+1,428
170
$1.53M 0.09%
+16,794
171
$1.53M 0.09%
43,118
+2,127
172
$1.51M 0.09%
70,661
+27,946
173
$1.5M 0.09%
11,417
+7,368
174
$1.5M 0.09%
26,813
+9,510
175
$1.49M 0.09%
3,831
+1,242
5 6
7
8 9