Lido Advisors

Lido Advisors Portfolio holdings

AUM $19.1B
1-Year Est. Return 10.87%
This Quarter Est. Return
1 Year Est. Return
+10.87%
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
Technology Select Sector SPDR Fund
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
51
$14.8M 0.2%
101,305
-9,106
52
$14.3M 0.19%
157,050
-1,778
53
$14.2M 0.19%
43,403
-16,529
54
$13.5M 0.18%
216,455
-38
55
$13.1M 0.17%
319,584
+11,008
56
$13M 0.17%
78,790
-10,203
57
$12.9M 0.17%
33,928
-910
58
$12.9M 0.17%
136,137
-6,947
59
$12.7M 0.17%
199,884
-11,359
60
$12.6M 0.17%
299,945
-8,642
61
$12.3M 0.16%
233,933
-37,985
62
$12.1M 0.16%
171,891
-5,612
63
$11.8M 0.16%
115,840
-1,412
64
$11.8M 0.16%
74,757
-526
65
$11.4M 0.15%
234,270
+13,960
66
$11.1M 0.15%
272,904
+59,484
67
$10.8M 0.14%
342,765
-965
68
$10.5M 0.14%
839,570
69
$10.4M 0.14%
335,443
+41,251
70
$10.3M 0.14%
125,533
+1,530
71
$10.2M 0.14%
136,168
-17,641
72
$9.95M 0.13%
118,813
+6,264
73
$9.75M 0.13%
30,075
-4,278
74
$9.72M 0.13%
89,445
+3,908
75
$9.71M 0.13%
20,250
+789
1 2
3
4 5