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
276
$1.21M 0.02%
15,079
-2,984
277
$1.21M 0.02%
13,187
-5,567
278
$1.19M 0.02%
26,168
-12,190
279
$1.19M 0.02%
53,741
-1,460
280
$1.17M 0.02%
6,969
-460
281
$1.17M 0.02%
4,147
+92
282
$1.16M 0.02%
33,813
+744
283
$1.16M 0.02%
35,192
-43
284
$1.14M 0.02%
10,357
+3,319
285
$1.13M 0.02%
11,891
-42,239
286
$1.13M 0.01%
9,908
+6,249
287
$1.12M 0.01%
11,063
-1,016
288
$1.12M 0.01%
12,416
-7,948
289
$1.11M 0.01%
5,655
-741
290
$1.11M 0.01%
22,659
-835
291
$1.09M 0.01%
38,216
+183
292
$1.09M 0.01%
6,338
+282
293
$1.09M 0.01%
7,723
+3,024
294
$1.08M 0.01%
9,835
+2,653
295
$1.08M 0.01%
27,213
-3,139
296
$1.07M 0.01%
+20,562
297
$1.07M 0.01%
3,974
-2,209
298
$1.07M 0.01%
11,971
+1,200
299
$1.06M 0.01%
4,674
+279
300
$1.06M 0.01%
12,427
+930
10 11
12
13 14