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
201
$1.27M 0.05%
22,525
+17,920
202
$1.25M 0.05%
38,750
-600
203
$1.25M 0.05%
24,557
-10,783
204
$1.25M 0.05%
5,664
+399
205
$1.21M 0.05%
+22,539
206
$1.21M 0.05%
73,812
+12,131
207
$1.21M 0.05%
13,818
+6,155
208
$1.2M 0.05%
9,636
+2,323
209
$1.19M 0.05%
3,133
+53
210
$1.18M 0.05%
70,436
+6
211
$1.18M 0.05%
10,348
+6,383
212
$1.18M 0.05%
18,117
+7,798
213
$1.17M 0.05%
26,631
+1,395
214
$1.17M 0.05%
19,543
+13,085
215
$1.17M 0.05%
12,655
+10,398
216
$1.16M 0.05%
3,501
+1,276
217
$1.15M 0.05%
45,333
+30,115
218
$1.13M 0.05%
27,475
+3,480
219
$1.12M 0.04%
12,479
+1,836
220
$1.09M 0.04%
17,893
+8,173
221
$1.09M 0.04%
18,216
+1,028
222
$1.06M 0.04%
5,016
+1,500
223
$1.06M 0.04%
2,194
-514
224
$1.06M 0.04%
13,272
+29
225
$1.05M 0.04%
+21,002
7 8
9
10 11