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
751
$208K ﹤0.01%
4,337
-294
752
$207K ﹤0.01%
3,134
+2
753
$207K ﹤0.01%
3,647
-809
754
$207K ﹤0.01%
+3,471
755
$207K ﹤0.01%
706
-27
756
$206K ﹤0.01%
1,608
-1,178
757
$206K ﹤0.01%
535
-171
758
$206K ﹤0.01%
+1,662
759
$205K ﹤0.01%
+3,897
760
$204K ﹤0.01%
2,103
-420
761
$203K ﹤0.01%
13,129
-7,285
762
$203K ﹤0.01%
4,021
-31,235
763
$203K ﹤0.01%
4,393
+279
764
$201K ﹤0.01%
3,836
765
$200K ﹤0.01%
4,091
-1,586
766
$196K ﹤0.01%
19,695
+444
767
$193K ﹤0.01%
10,926
-21,114
768
$191K ﹤0.01%
7,238
-226
769
$186K ﹤0.01%
12,952
+593
770
$184K ﹤0.01%
11,372
-11,585
771
$181K ﹤0.01%
10,014
-7,404
772
$179K ﹤0.01%
+9,224
773
$177K ﹤0.01%
13,026
774
$175K ﹤0.01%
56,268
+26,909
775
$163K ﹤0.01%
32,239
29 30
31
32 33