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
$4.68B
AUM Growth
-$577M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
972
New
Increased
Reduced
Closed

Top Buys

1
+$413M
2
+$25.6M
3
+$19.8M
4
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$13.7M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.3M

Top Sells

1
+$80.6M
2
+$71.8M
3
+$18.5M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$15.5M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$13.9M

Sector Composition

1 Technology 12.9%
2 Healthcare 4.57%
3 Financials 3.72%
4 Consumer Discretionary 3.64%
5 Consumer Staples 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.7M 0.02%
30,794
+8,064
227
$1.68M 0.02%
16,126
-1,204
228
$1.68M 0.02%
17,717
+1,853
229
$1.68M 0.02%
106,686
-188
230
$1.68M 0.02%
28,343
231
$1.67M 0.02%
5,806
+347
232
$1.67M 0.02%
6,519
+146
233
$1.66M 0.02%
6,745
+543
234
$1.63M 0.02%
55,329
-3,887
235
$1.6M 0.02%
105,069
+7,931
236
$1.55M 0.02%
105,540
+2,208
237
$1.54M 0.02%
12,970
+1,690
238
$1.53M 0.02%
17,553
+3
239
$1.52M 0.02%
42,344
+1,704
240
$1.5M 0.02%
15,142
+408
241
$1.49M 0.02%
15,514
+1,324
242
$1.48M 0.02%
6,545
+948
243
$1.48M 0.02%
16,521
-980
244
$1.46M 0.02%
7,565
+300
245
$1.46M 0.02%
56,690
+6,142
246
$1.46M 0.02%
31,601
+2,181
247
$1.45M 0.02%
6,247
-248
248
$1.45M 0.02%
15,781
+5
249
$1.44M 0.02%
7,344
+2,011
250
$1.44M 0.02%
73,880
+1,208
8 9
10
11 12