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
476
$216K 0.01%
+13,425
477
$215K 0.01%
1,035
-87
478
$212K 0.01%
+13,112
479
$211K 0.01%
+5,464
480
$210K 0.01%
+2,382
481
$209K 0.01%
+4,272
482
$208K 0.01%
+2,257
483
$207K 0.01%
+4,647
484
$206K 0.01%
+1,607
485
$206K 0.01%
7,108
-126
486
$202K 0.01%
+5,329
487
$201K 0.01%
+2,848
488
$200K 0.01%
+13,501
489
$189K 0.01%
11,633
-1,050
490
$184K 0.01%
20,139
+4,428
491
$176K 0.01%
60,710
+1,000
492
$175K 0.01%
32,239
493
$175K 0.01%
18,538
-3,330
494
$172K 0.01%
16,020
495
$171K 0.01%
11,849
-2,711
496
$165K 0.01%
5,865
-1,032
497
$165K 0.01%
11,417
498
$165K 0.01%
28,414
-5,136
499
$156K 0.01%
29,392
-56,912
500
$156K 0.01%
+59,000
18 19
20
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