Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.4B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
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
+$415M
2
+$26.1M
3
+$20.5M
4
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$15.1M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$12.3M

Top Sells

1
+$87.5M
2
+$71.9M
3
+$20.3M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$17M
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
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579
$349K 0.01%
7,302
-108
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$349K 0.01%
26,665
+11,473
581
$346K 0.01%
+7,032
582
$346K 0.01%
7,900
583
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+3,775
584
$345K 0.01%
+3,055
585
$344K 0.01%
18,188
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586
$343K 0.01%
+5,071
587
$343K 0.01%
+15,837
588
$342K 0.01%
8,111
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589
$341K 0.01%
3,550
-317
590
$341K 0.01%
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591
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2,224
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592
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28,294
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594
$339K 0.01%
8,172
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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