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
351
$835K 0.01%
6,381
-990
352
$823K 0.01%
39,360
-576
353
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33,148
+8,287
354
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20,944
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355
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3,413
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356
$807K 0.01%
15,607
-32,391
357
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2,427
+1,257
358
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23,626
+1
359
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2,900
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18,798
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361
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24,271
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362
$781K 0.01%
2,585
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363
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364
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68,638
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365
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368
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369
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15,119
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370
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7,869
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371
$749K 0.01%
9,118
+4,332
372
$744K 0.01%
3,743
+427
373
$742K 0.01%
+22,139
374
$740K 0.01%
+16,766
375
$739K 0.01%
16,078
+59
13 14
15
16 17