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
101
$2.12M 0.11%
23,961
+819
102
$2.08M 0.11%
37,888
+14,423
103
$2.04M 0.1%
18,044
+9,510
104
$2.01M 0.1%
34,572
+1,752
105
$2M 0.1%
18,691
+9,046
106
$1.98M 0.1%
61,512
+2,720
107
$1.98M 0.1%
25,483
+4,023
108
$1.96M 0.1%
68,764
+9,082
109
$1.95M 0.1%
18,282
+359
110
$1.95M 0.1%
95,917
+3,836
111
$1.91M 0.1%
23,670
-3,614
112
$1.89M 0.1%
11,649
+5,084
113
$1.85M 0.09%
26,155
-2,843
114
$1.82M 0.09%
28,832
+1,416
115
$1.81M 0.09%
35,340
-9,273
116
$1.8M 0.09%
70,715
+2,854
117
$1.8M 0.09%
15,150
+890
118
$1.8M 0.09%
94,362
+3,800
119
$1.79M 0.09%
119,540
+5,368
120
$1.79M 0.09%
21,486
+25
121
$1.78M 0.09%
18,870
-141
122
$1.77M 0.09%
20,667
+15,334
123
$1.73M 0.09%
12,596
+4,268
124
$1.72M 0.09%
16,802
-70,259
125
$1.72M 0.09%
24,851
+69
3 4
5
6 7