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
676
$278K 0.01%
1,955
-33
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$278K 0.01%
2,391
-4,667
678
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2,088
+13
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4,257
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13,300
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683
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$273K 0.01%
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685
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687
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688
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690
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-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