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
$1.29B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$12.2M
3
+$8.33M
4
QDEF icon
FlexShares Quality Dividend Defensive Index Fund
QDEF
+$6.38M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$6.25M

Top Sells

1
+$1.77B
2
+$15.2M
3
+$14M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$7.21M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.76M

Sector Composition

1 Technology 7.91%
2 Real Estate 5.72%
3 Healthcare 4.55%
4 Financials 4.25%
5 Communication Services 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$767K 0.04%
56,348
-7,049
227
$767K 0.04%
14,144
228
$762K 0.04%
28,427
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229
$762K 0.04%
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230
$756K 0.04%
46,093
+4,344
231
$755K 0.04%
10,628
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232
$753K 0.04%
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233
$734K 0.04%
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-3,094
234
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235
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5,434
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236
$715K 0.04%
18,809
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237
$712K 0.04%
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-7,511
238
$698K 0.04%
30,136
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239
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7,865
240
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244
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245
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246
$663K 0.03%
52,708
247
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11,887
+2,204
248
$649K 0.03%
4,004
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249
$640K 0.03%
26,763
-5,948
250
$636K 0.03%
+15,570
8 9
10
11 12