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
426
$592K 0.01%
3,008
-3,084
427
$590K 0.01%
2,431
-1,936
428
$588K 0.01%
5,170
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429
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430
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432
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13,067
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433
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8,854
-12,439
434
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8,240
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435
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8,422
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436
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17,325
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437
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8,000
438
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439
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440
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43,282
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442
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25,784
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445
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3,619
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$559K 0.01%
8,372
447
$558K 0.01%
27,301
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448
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8,773
-7,889
449
$553K 0.01%
15,872
+40
450
$552K 0.01%
8,945
-2,084
16 17
18
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