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
126
$4.46M 0.06%
299,394
-1,413
127
$4.34M 0.06%
49,731
+1,610
128
$4.23M 0.06%
84,424
+10,120
129
$4.18M 0.06%
8,736
+475
130
$4.16M 0.06%
20,031
+484
131
$4.14M 0.05%
76,720
+865
132
$4.12M 0.05%
34,490
-571
133
$4.07M 0.05%
+84,580
134
$3.98M 0.05%
27,462
-9,253
135
$3.95M 0.05%
38,748
-1,200
136
$3.87M 0.05%
426,907
+34,658
137
$3.81M 0.05%
53,429
+8,201
138
$3.8M 0.05%
8,106
+35
139
$3.77M 0.05%
49,418
-92
140
$3.76M 0.05%
48,582
-4,385
141
$3.76M 0.05%
29,833
+3,822
142
$3.73M 0.05%
46,722
-10,766
143
$3.6M 0.05%
12,981
-8,563
144
$3.57M 0.05%
40,100
-1,226
145
$3.56M 0.05%
19,482
+502
146
$3.53M 0.05%
88,540
+20,445
147
$3.53M 0.05%
29,998
-379
148
$3.52M 0.05%
180,805
+43,874
149
$3.5M 0.05%
19,203
+3,441
150
$3.49M 0.05%
37,724
+130
4 5
6
7 8