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
376
$327K 0.02%
8,748
-494
377
$327K 0.02%
3,290
-129
378
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379
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380
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382
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4,264
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383
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384
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20,009
-4,327
385
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386
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3,441
387
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388
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1
389
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390
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396
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397
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+20,000
398
$302K 0.02%
2,838
-136
399
$300K 0.02%
3,643
+24
400
$299K 0.02%
2,624
+31
14 15
16
17 18