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
401
$298K 0.02%
16,160
402
$298K 0.02%
50,378
-6,509
403
$296K 0.02%
+14,837
404
$294K 0.01%
29,700
+6,000
405
$294K 0.01%
4,441
+402
406
$292K 0.01%
3,363
-181
407
$291K 0.01%
+25,729
408
$289K 0.01%
2,145
-34
409
$287K 0.01%
12,429
+3,621
410
$287K 0.01%
21,675
-3,295
411
$286K 0.01%
+1,927
412
$286K 0.01%
+3,009
413
$283K 0.01%
+2,464
414
$280K 0.01%
5,189
-278
415
$280K 0.01%
7,637
+82
416
$279K 0.01%
2,167
+37
417
$279K 0.01%
14,123
+53
418
$278K 0.01%
1,639
+95
419
$277K 0.01%
+11,029
420
$277K 0.01%
161
-28
421
$276K 0.01%
11,220
-11,124
422
$275K 0.01%
1,383
423
$275K 0.01%
2,303
+87
424
$274K 0.01%
10,818
+119
425
$273K 0.01%
1,026
-26
15 16
17
18 19