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
526
$412K 0.01%
1,812
+62
527
$411K 0.01%
17,267
-33,912
528
$411K 0.01%
5,066
-3,195
529
$408K 0.01%
4,454
-150
530
$407K 0.01%
8,158
+150
531
$406K 0.01%
19,480
-6,832
532
$404K 0.01%
2,345
533
$403K 0.01%
4,859
-966
534
$400K 0.01%
5,730
-489
535
$399K 0.01%
7,164
+1,374
536
$396K 0.01%
8,548
+508
537
$396K 0.01%
19,038
-408
538
$395K 0.01%
+6,014
539
$395K 0.01%
5,125
-1,441
540
$394K 0.01%
23,250
+2,250
541
$391K 0.01%
5,796
-565
542
$391K 0.01%
6,831
+842
543
$390K 0.01%
2,871
+388
544
$389K 0.01%
4,198
-505
545
$389K 0.01%
4,877
+678
546
$389K 0.01%
3,433
+103
547
$388K 0.01%
657
-226
548
$383K 0.01%
+3,829
549
$383K 0.01%
+13,295
550
$380K 0.01%
3,519
-50
20 21
22
23 24