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
601
$336K ﹤0.01%
20,537
+7,568
602
$335K ﹤0.01%
2,252
+573
603
$335K ﹤0.01%
+7,376
604
$335K ﹤0.01%
+1,665
605
$335K ﹤0.01%
+17,787
606
$334K ﹤0.01%
2,815
-773
607
$334K ﹤0.01%
+8,243
608
$333K ﹤0.01%
+5,386
609
$332K ﹤0.01%
5,898
+1,744
610
$331K ﹤0.01%
3,124
+85
611
$331K ﹤0.01%
+14,568
612
$330K ﹤0.01%
+4,195
613
$330K ﹤0.01%
+3,457
614
$330K ﹤0.01%
+4,983
615
$330K ﹤0.01%
+23,265
616
$327K ﹤0.01%
+4,451
617
$327K ﹤0.01%
+2,701
618
$326K ﹤0.01%
32,746
-1,398
619
$326K ﹤0.01%
792
+64
620
$326K ﹤0.01%
10,827
-6,041
621
$325K ﹤0.01%
3,884
622
$325K ﹤0.01%
+24,782
623
$324K ﹤0.01%
2,672
-1,171
624
$324K ﹤0.01%
11,025
-5,525
625
$323K ﹤0.01%
+2,967
23 24
25
26 27