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
576
$351K ﹤0.01%
14,670
+2
577
$350K ﹤0.01%
874
-312
578
$350K ﹤0.01%
5,151
+100
579
$349K ﹤0.01%
7,302
-108
580
$349K ﹤0.01%
26,665
+11,473
581
$346K ﹤0.01%
7,900
582
$346K ﹤0.01%
+7,032
583
$345K ﹤0.01%
+3,775
584
$345K ﹤0.01%
+3,055
585
$344K ﹤0.01%
18,188
+4
586
$343K ﹤0.01%
+5,071
587
$343K ﹤0.01%
+15,837
588
$342K ﹤0.01%
8,111
+382
589
$341K ﹤0.01%
3,550
-317
590
$341K ﹤0.01%
9,175
-154
591
$340K ﹤0.01%
2,224
-1,311
592
$340K ﹤0.01%
28,294
+2,658
593
$340K ﹤0.01%
22,458
594
$339K ﹤0.01%
8,172
-10,875
595
$339K ﹤0.01%
17,774
596
$338K ﹤0.01%
22,444
-2,350
597
$338K ﹤0.01%
+3,491
598
$336K ﹤0.01%
12,670
-2,989
599
$336K ﹤0.01%
+3,786
600
$336K ﹤0.01%
2,977
+119
22 23
24
25 26