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
$1.29B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$12.2M
3
+$8.33M
4
QDEF icon
FlexShares Quality Dividend Defensive Index Fund
QDEF
+$6.38M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$6.25M

Top Sells

1
+$1.77B
2
+$15.2M
3
+$14M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$7.21M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.76M

Sector Composition

1 Technology 7.91%
2 Real Estate 5.72%
3 Healthcare 4.55%
4 Financials 4.25%
5 Communication Services 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.49M 0.28%
196,740
-53,499
52
$5.43M 0.27%
255,506
+232,206
53
$5.13M 0.26%
37,408
+19,526
54
$5.13M 0.26%
29,816
-234
55
$5.06M 0.26%
82,960
+9,720
56
$5.01M 0.25%
16,781
+2,611
57
$4.88M 0.25%
28,107
-245
58
$4.79M 0.24%
22,057
-1,474
59
$4.61M 0.23%
22,155
+2,119
60
$4.48M 0.23%
138,628
+4,395
61
$4.43M 0.22%
49,630
+24,934
62
$4.4M 0.22%
62,352
+25,848
63
$4.33M 0.22%
87,644
+4,012
64
$4.21M 0.21%
33,826
+1,439
65
$4.19M 0.21%
55,832
+25,842
66
$4.17M 0.21%
11,124
-85
67
$4.13M 0.21%
80,115
-729
68
$4.11M 0.21%
140,736
+15,948
69
$4.08M 0.21%
66,395
-227,547
70
$4.07M 0.21%
26,899
+377
71
$4.04M 0.2%
30,981
+4,611
72
$4.04M 0.2%
53,288
-216
73
$3.98M 0.2%
158,413
+21,581
74
$3.89M 0.2%
58,397
+50
75
$3.87M 0.2%
195,952
+21,136
1 2
3
4 5