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
401
$655K 0.01%
+14,409
402
$649K 0.01%
5,811
-492
403
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6,109
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405
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6,616
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$644K 0.01%
20,110
+3,835
407
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3,769
+10
408
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57,668
-11,087
409
$641K 0.01%
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410
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13,795
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411
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26,288
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412
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+18,708
413
$635K 0.01%
3,079
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414
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4,423
-15
415
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416
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52,480
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417
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2,885
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419
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7,951
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420
$613K 0.01%
3,766
-4,368
421
$611K 0.01%
18,982
+504
422
$608K 0.01%
1,278
-181
423
$605K 0.01%
11,728
+1,165
424
$599K 0.01%
9,191
+457
425
$599K 0.01%
+5,144
15 16
17
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