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
301
$1.06M 0.01%
10,410
+835
302
$1.05M 0.01%
24,156
+700
303
$1.05M 0.01%
67,669
304
$1.05M 0.01%
113,463
305
$1.04M 0.01%
16,615
+8,316
306
$1.04M 0.01%
17,513
307
$1.03M 0.01%
5,059
+1,612
308
$1.03M 0.01%
+15,672
309
$1.03M 0.01%
22,330
+835
310
$1.02M 0.01%
7,613
-2,163
311
$1.02M 0.01%
6,575
+299
312
$1.02M 0.01%
4,146
+125
313
$1.02M 0.01%
8,931
+290
314
$1.02M 0.01%
+12,490
315
$1.02M 0.01%
17,304
+523
316
$1.01M 0.01%
19,231
+457
317
$1.01M 0.01%
4,551
+1,346
318
$998K 0.01%
42,816
-13,604
319
$997K 0.01%
26,577
+15,040
320
$993K 0.01%
7,224
-23,492
321
$983K 0.01%
16,726
+23
322
$969K 0.01%
15,350
+1,156
323
$961K 0.01%
34,811
+25,465
324
$953K 0.01%
12,039
+1,378
325
$952K 0.01%
19,229
+7,138
11 12
13
14 15