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
251
$1.42M 0.02%
12,074
-1,320
252
$1.4M 0.02%
7,200
-2,176
253
$1.4M 0.02%
37,910
+384
254
$1.39M 0.02%
8,848
-3,605
255
$1.39M 0.02%
26,585
-1,160
256
$1.39M 0.02%
42,173
-10,559
257
$1.37M 0.02%
2,832
+68
258
$1.35M 0.02%
15,695
+482
259
$1.34M 0.02%
37,577
+11,817
260
$1.34M 0.02%
12,023
+3,422
261
$1.34M 0.02%
2,940
+1,880
262
$1.31M 0.02%
23,479
+3,089
263
$1.3M 0.02%
10,171
-1,689
264
$1.3M 0.02%
19,666
+416
265
$1.3M 0.02%
11,283
+5,393
266
$1.29M 0.02%
14,325
+327
267
$1.28M 0.02%
12,764
-998
268
$1.28M 0.02%
10,877
+698
269
$1.27M 0.02%
324,510
270
$1.25M 0.02%
27,238
-140,056
271
$1.24M 0.02%
42,846
-844
272
$1.24M 0.02%
+37,495
273
$1.24M 0.02%
32,616
+160
274
$1.23M 0.02%
14,653
-1,984
275
$1.22M 0.02%
39,933
+618
9 10
11
12 13