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
76
$3.86M 0.2%
64,442
+2,170
77
$3.73M 0.19%
66,660
-23,156
78
$3.43M 0.17%
+44,153
79
$3.4M 0.17%
15,853
+2,818
80
$3.35M 0.17%
29,540
+3,168
81
$3.23M 0.16%
8,482
+251
82
$3.19M 0.16%
17,895
+849
83
$3.17M 0.16%
43,013
+158
84
$3.16M 0.16%
77,387
+5,010
85
$2.8M 0.14%
236,736
+81,666
86
$2.76M 0.14%
45,765
+6,063
87
$2.76M 0.14%
96,612
-13,111
88
$2.73M 0.14%
117,720
+41,980
89
$2.68M 0.14%
53,117
+928
90
$2.67M 0.14%
31,912
+2,138
91
$2.63M 0.13%
42,640
+20,283
92
$2.54M 0.13%
19,629
+10,812
93
$2.44M 0.12%
8,462
+308
94
$2.38M 0.12%
69,681
-4,021
95
$2.32M 0.12%
94,174
+157
96
$2.27M 0.11%
53,485
+1,270
97
$2.25M 0.11%
57,847
-4,265
98
$2.21M 0.11%
158,229
+748
99
$2.17M 0.11%
7,463
+265
100
$2.13M 0.11%
17,997
+685
2 3
4
5 6