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
451
$234K 0.01%
4,259
+441
452
$234K 0.01%
+2,990
453
$233K 0.01%
5,156
-48
454
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455
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456
$232K 0.01%
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457
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458
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+4,015
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460
$232K 0.01%
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461
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462
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463
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464
$228K 0.01%
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465
$228K 0.01%
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466
$228K 0.01%
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467
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$226K 0.01%
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1,709
-1,354
473
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474
$219K 0.01%
32,985
475
$217K 0.01%
3,824
-48
17 18
19
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