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
176
$1.47M 0.06%
+26,965
177
$1.46M 0.06%
73,480
+40
178
$1.45M 0.06%
57,070
-1,010
179
$1.45M 0.06%
40,976
+2,891
180
$1.44M 0.06%
12,399
+549
181
$1.43M 0.06%
29,845
+1,564
182
$1.43M 0.06%
13,360
+683
183
$1.41M 0.06%
14,426
184
$1.41M 0.06%
66,167
-1,373
185
$1.41M 0.06%
14,941
+7,830
186
$1.41M 0.06%
2,798
+54
187
$1.39M 0.06%
7,024
+909
188
$1.39M 0.06%
36,758
+17,949
189
$1.38M 0.05%
7,710
+1,191
190
$1.36M 0.05%
67,797
-128,155
191
$1.36M 0.05%
16,616
+1,168
192
$1.36M 0.05%
36,555
+60
193
$1.35M 0.05%
+12,530
194
$1.35M 0.05%
8,657
+4,653
195
$1.35M 0.05%
+26,792
196
$1.33M 0.05%
60,220
-1,110
197
$1.31M 0.05%
55,266
+40,048
198
$1.31M 0.05%
36,274
199
$1.3M 0.05%
48,055
-6,005
200
$1.29M 0.05%
30,398
+18,360
6 7
8
9 10