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
251
$634K 0.03%
+45,000
252
$623K 0.03%
14,891
+8,583
253
$619K 0.03%
107,216
254
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15,034
+7,083
255
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2,225
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256
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7,111
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257
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33,398
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$603K 0.03%
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259
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260
$593K 0.03%
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261
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262
$588K 0.03%
3,516
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263
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10,319
+3,166
264
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3,512
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265
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266
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67,030
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269
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270
$565K 0.03%
2,606
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271
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2,891
+119
272
$558K 0.03%
29,598
-465
273
$552K 0.03%
378,097
-33,200
274
$550K 0.03%
12,038
+4,605
275
$549K 0.03%
2,849
+1,372
9 10
11
12 13