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
26
$11.2M 0.56%
839,828
27
$11M 0.56%
298,777
-7,656
28
$10.3M 0.52%
47,382
-944
29
$10.2M 0.51%
166,320
+2,940
30
$10M 0.51%
156,761
-6,680
31
$9.54M 0.48%
232,234
-54,349
32
$9.16M 0.46%
100,053
+54,962
33
$9.1M 0.46%
33,231
+7,212
34
$8.71M 0.44%
37,966
+24,380
35
$8.59M 0.43%
72,071
-7,609
36
$8.57M 0.43%
71,046
-1,864
37
$8.43M 0.43%
70,511
-6,008
38
$8.13M 0.41%
101,686
+58,224
39
$7.99M 0.4%
52,878
+2,811
40
$7.81M 0.4%
152,932
-18,992
41
$7.77M 0.39%
493,841
+57,582
42
$7.4M 0.37%
73,010
+26,672
43
$7.32M 0.37%
65,554
-7,815
44
$6.81M 0.34%
134,772
+9,250
45
$6.79M 0.34%
268,374
-9,452
46
$6.38M 0.32%
+139,616
47
$6.36M 0.32%
33,611
+4,725
48
$6.16M 0.31%
144,846
+8,044
49
$5.77M 0.29%
24,868
+1,340
50
$5.5M 0.28%
46,749
+12,644
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