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
126
$1.69M 0.09%
10,687
+399
127
$1.67M 0.08%
59,796
-115,029
128
$1.59M 0.08%
20,594
-5,388
129
$1.59M 0.08%
121,140
+64,826
130
$1.56M 0.08%
27,015
+590
131
$1.55M 0.08%
20,327
+2,726
132
$1.55M 0.08%
9,828
+281
133
$1.54M 0.08%
15,501
+494
134
$1.48M 0.07%
15,442
+1,663
135
$1.48M 0.07%
35,299
-7,844
136
$1.44M 0.07%
40,991
+796
137
$1.44M 0.07%
67,540
+4,216
138
$1.42M 0.07%
9,935
+1,039
139
$1.42M 0.07%
38,085
+2,761
140
$1.42M 0.07%
12,677
+449
141
$1.42M 0.07%
44,434
+1,365
142
$1.4M 0.07%
15,448
+642
143
$1.39M 0.07%
34,600
+1,376
144
$1.37M 0.07%
58,080
-18,885
145
$1.37M 0.07%
54,060
+5,425
146
$1.35M 0.07%
12,395
+9,718
147
$1.34M 0.07%
28,821
+1,048
148
$1.34M 0.07%
29,647
+3,004
149
$1.33M 0.07%
15,001
+1,242
150
$1.32M 0.07%
26,116
+8,223
4 5
6
7 8