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
426
$272K 0.01%
5,711
-3,610
427
$271K 0.01%
5,834
+90
428
$271K 0.01%
1,489
-220
429
$271K 0.01%
39,770
+10,220
430
$265K 0.01%
5,935
+219
431
$264K 0.01%
6,171
+60
432
$264K 0.01%
1,101
+26
433
$258K 0.01%
+2,272
434
$256K 0.01%
2,058
+52
435
$255K 0.01%
+1,043
436
$254K 0.01%
7,991
+3
437
$252K 0.01%
+8,200
438
$249K 0.01%
1,778
-172
439
$248K 0.01%
15,860
440
$247K 0.01%
14,727
441
$246K 0.01%
4,605
-63
442
$244K 0.01%
2,170
443
$244K 0.01%
2,722
+239
444
$242K 0.01%
1,347
-1,803
445
$242K 0.01%
+9,852
446
$239K 0.01%
1,410
+15
447
$238K 0.01%
2,617
+13
448
$238K 0.01%
+13,000
449
$238K 0.01%
+3,222
450
$237K 0.01%
6,043
16 17
18
19 20