Lido Advisors

Lido Advisors Portfolio holdings

AUM $19.1B
1-Year Est. Return 10.87%
This Quarter Est. Return
1 Year Est. Return
+10.87%
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
Consumers Staples Select Sector SPDR Fund
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
1
$114M 4.54%
1,554,344
+1,069,100
2
$93.7M 3.73%
290,089
+49,713
3
$74.5M 2.96%
1,538,328
+123,384
4
$68.6M 2.73%
526,989
+43,151
5
$65.3M 2.6%
1,286,795
+1,251,496
6
$50.2M 2%
165,876
+10
7
$48.8M 1.94%
672,913
-8,958
8
$33.9M 1.35%
214,867
+42,932
9
$33M 1.31%
662,800
+114,335
10
$31.2M 1.24%
701,274
+56,555
11
$27.1M 1.08%
185,987
+58,587
12
$23.4M 0.93%
485,258
+33,176
13
$21.8M 0.87%
608,978
+86,427
14
$20.9M 0.83%
497,614
+17,332
15
$18.1M 0.72%
467,806
-18,393
16
$17.6M 0.7%
253,836
+12,305
17
$17.3M 0.69%
274,999
+208,604
18
$15.8M 0.63%
431,179
+427,280
19
$15.4M 0.61%
166,700
+13,800
20
$15M 0.6%
120,359
+86,533
21
$14.4M 0.57%
222,719
-5,994
22
$14.3M 0.57%
155,454
-1,942
23
$13.5M 0.54%
358,153
-1,879
24
$13.2M 0.53%
839,828
25
$13M 0.52%
109,582
+1,036
1
2 3 4 5