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
301
$473K 0.02%
+25,220
302
$471K 0.02%
+3,782
303
$471K 0.02%
4,811
+2,659
304
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305
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9,015
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306
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307
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308
$462K 0.02%
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309
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15,600
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310
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311
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-793
312
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313
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20,735
+2,095
314
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6,150
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315
$451K 0.02%
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316
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317
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319
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320
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321
$427K 0.02%
30,144
322
$426K 0.02%
+15,218
323
$425K 0.02%
19,812
324
$425K 0.02%
+4,286
325
$422K 0.02%
4,074
+414
11 12
13
14 15