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
276
$549K 0.03%
8,990
+3,384
277
$547K 0.03%
+5,581
278
$542K 0.03%
9,720
+180
279
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280
$527K 0.03%
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-1,114
281
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18,100
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282
$516K 0.03%
36,932
-9,182
283
$509K 0.03%
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+5,030
284
$508K 0.03%
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285
$503K 0.03%
912
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286
$502K 0.03%
6,822
+2,452
287
$502K 0.03%
4,568
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288
$500K 0.03%
4,243
-1,005
289
$498K 0.03%
29,544
+17,805
290
$498K 0.03%
13,546
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291
$497K 0.03%
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292
$496K 0.03%
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293
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294
$493K 0.02%
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295
$492K 0.02%
26,967
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296
$490K 0.02%
21,277
297
$483K 0.02%
9,064
+906
298
$481K 0.02%
17,807
299
$481K 0.02%
+10,051
300
$479K 0.02%
3,259
+65
10 11
12
13 14