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
676
$278K ﹤0.01%
1,955
-33
677
$278K ﹤0.01%
2,391
-4,667
678
$277K ﹤0.01%
2,088
+13
679
$277K ﹤0.01%
4,257
+67
680
$277K ﹤0.01%
+5,010
681
$275K ﹤0.01%
4,077
+27
682
$275K ﹤0.01%
13,300
+80
683
$274K ﹤0.01%
+11,828
684
$273K ﹤0.01%
175,102
685
$272K ﹤0.01%
7,634
-743
686
$272K ﹤0.01%
7,157
-2,324
687
$271K ﹤0.01%
+2,830
688
$271K ﹤0.01%
4,161
+257
689
$269K ﹤0.01%
7,691
690
$269K ﹤0.01%
9,610
-1,390
691
$267K ﹤0.01%
3,631
-1,355
692
$267K ﹤0.01%
18,897
-19,811
693
$265K ﹤0.01%
+3,545
694
$265K ﹤0.01%
+6,356
695
$264K ﹤0.01%
7,454
-802
696
$264K ﹤0.01%
2,088
-85
697
$260K ﹤0.01%
9,959
-1,344
698
$258K ﹤0.01%
6,773
+23
699
$254K ﹤0.01%
6,473
-375
700
$254K ﹤0.01%
6,045
-9,825
26 27
28
29 30