Lido Advisors

Lido Advisors Portfolio holdings

AUM $19.1B
1-Year Est. Return 10.87%
This Quarter Est. Return
1 Year Est. Return
+10.87%
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
Technology Select Sector SPDR Fund
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
26
$29.2M 0.39%
1,377,670
+30,683
27
$27.1M 0.36%
378,970
+4,683
28
$26.6M 0.35%
118,485
-3,390
29
$25.6M 0.34%
308,636
+92,790
30
$25.1M 0.33%
133,244
+60,006
31
$24.9M 0.33%
227,500
-10,080
32
$24.5M 0.32%
146,879
+8,253
33
$24.3M 0.32%
86,603
-5,176
34
$24.2M 0.32%
1,247,694
+231,684
35
$24.1M 0.32%
87,730
-400
36
$23.4M 0.31%
85,679
+25,002
37
$22.9M 0.3%
203,301
+18,309
38
$21.3M 0.28%
304,376
+282,899
39
$20.9M 0.28%
243,866
+57,649
40
$19.8M 0.26%
194,331
-2,293
41
$19.8M 0.26%
122,534
-10,271
42
$18.2M 0.24%
669,462
-70,874
43
$18M 0.24%
49,187
-4,777
44
$16.6M 0.22%
84,353
+11,810
45
$16M 0.21%
479,516
+6,435
46
$15.9M 0.21%
112,696
+26,811
47
$15.6M 0.21%
345,308
-49,790
48
$15.5M 0.2%
121,009
-5,447
49
$14.9M 0.2%
50,123
-229
50
$14.8M 0.2%
103,051
-46,829
1
2
3 4 5