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
626
$322K ﹤0.01%
5,642
+926
627
$318K ﹤0.01%
+7,782
628
$317K ﹤0.01%
8,858
-1,034
629
$316K ﹤0.01%
+20,000
630
$316K ﹤0.01%
8,600
+127
631
$315K ﹤0.01%
+16,570
632
$315K ﹤0.01%
+5,197
633
$314K ﹤0.01%
+4,970
634
$314K ﹤0.01%
+8,540
635
$312K ﹤0.01%
3,455
-617
636
$312K ﹤0.01%
+3,939
637
$311K ﹤0.01%
+3,847
638
$311K ﹤0.01%
+8,597
639
$311K ﹤0.01%
+8,313
640
$310K ﹤0.01%
5,014
641
$310K ﹤0.01%
2,724
-369
642
$309K ﹤0.01%
+5,554
643
$309K ﹤0.01%
3,453
644
$307K ﹤0.01%
17,175
-1,897
645
$307K ﹤0.01%
5,487
+958
646
$307K ﹤0.01%
17,715
-374
647
$303K ﹤0.01%
+19,961
648
$303K ﹤0.01%
+18,656
649
$302K ﹤0.01%
+16,838
650
$302K ﹤0.01%
2,802
-1,518
24 25
26
27 28