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
651
$302K ﹤0.01%
+14,784
652
$300K ﹤0.01%
3,135
+525
653
$300K ﹤0.01%
1,778
+76
654
$296K ﹤0.01%
+13,276
655
$296K ﹤0.01%
4,613
-453
656
$294K ﹤0.01%
4,622
+100
657
$293K ﹤0.01%
1,240
-20
658
$293K ﹤0.01%
2,425
+586
659
$292K ﹤0.01%
16,239
-59
660
$291K ﹤0.01%
+6,002
661
$291K ﹤0.01%
7,300
-5,998
662
$290K ﹤0.01%
3,005
+758
663
$290K ﹤0.01%
+195,291
664
$289K ﹤0.01%
165
-6
665
$288K ﹤0.01%
5,354
+11
666
$287K ﹤0.01%
6,901
-1,638
667
$286K ﹤0.01%
17,113
-19,013
668
$286K ﹤0.01%
7,690
669
$286K ﹤0.01%
14,021
-618
670
$285K ﹤0.01%
+26,741
671
$284K ﹤0.01%
2,341
-4,123
672
$284K ﹤0.01%
935
+76
673
$283K ﹤0.01%
3,538
-27
674
$282K ﹤0.01%
4,367
-13,143
675
$279K ﹤0.01%
2,665
-97
25 26
27
28 29