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
551
$380K 0.01%
12,900
552
$379K 0.01%
3,628
-3,886
553
$378K 0.01%
2,199
+1,201
554
$376K 0.01%
7,743
+3,814
555
$375K 0.01%
3,183
+35
556
$373K ﹤0.01%
14,000
557
$371K ﹤0.01%
10,687
+2,447
558
$368K ﹤0.01%
578
-21
559
$368K ﹤0.01%
+12,378
560
$366K ﹤0.01%
4,404
+9
561
$365K ﹤0.01%
4,594
-5,036
562
$364K ﹤0.01%
12,000
563
$364K ﹤0.01%
+30,918
564
$363K ﹤0.01%
43,924
+1,453
565
$362K ﹤0.01%
5,556
-474
566
$361K ﹤0.01%
1,680
+123
567
$361K ﹤0.01%
2,072
-662
568
$359K ﹤0.01%
1,525
-929
569
$359K ﹤0.01%
2,197
+5
570
$357K ﹤0.01%
4,798
-958
571
$356K ﹤0.01%
5,076
+116
572
$355K ﹤0.01%
3,416
-1,763
573
$353K ﹤0.01%
164
+8
574
$352K ﹤0.01%
4,168
-169
575
$352K ﹤0.01%
16,243
+11,275
21 22
23
24 25