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
76
$9.55M 0.13%
104,572
-255
77
$9.55M 0.13%
40,979
-211
78
$9.47M 0.13%
65,441
+14,489
79
$9.32M 0.12%
755,453
+25,946
80
$9.25M 0.12%
52,913
+7,549
81
$9.12M 0.12%
26,292
+527
82
$9.1M 0.12%
36,840
+10,038
83
$9.03M 0.12%
66,217
-5,085
84
$9.02M 0.12%
28,590
+4,149
85
$8.39M 0.11%
133,362
+47,185
86
$8.22M 0.11%
184,345
-2,385
87
$8.15M 0.11%
160,671
+17,865
88
$8.1M 0.11%
79,133
-12,168
89
$7.96M 0.11%
87,258
-65,364
90
$7.9M 0.1%
147,940
-4,507
91
$7.78M 0.1%
85,510
+3,943
92
$7.75M 0.1%
25,864
+19,870
93
$7.67M 0.1%
23,485
-13,963
94
$7.44M 0.1%
174,454
-38,048
95
$7.23M 0.1%
53,532
+3,488
96
$7.18M 0.1%
32,855
+1,316
97
$7.08M 0.09%
92,544
-64,346
98
$6.91M 0.09%
+40,073
99
$6.91M 0.09%
12,709
-1,765
100
$6.8M 0.09%
31,885
+17,428
2 3
4
5 6