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
151
$1.31M 0.07%
28,281
+1,012
152
$1.31M 0.07%
73,440
+7,360
153
$1.29M 0.07%
10,794
+197
154
$1.28M 0.07%
8,043
+1,810
155
$1.28M 0.06%
11,850
-7,277
156
$1.28M 0.06%
6,115
+1,418
157
$1.27M 0.06%
29,149
+2,927
158
$1.27M 0.06%
36,495
+5,802
159
$1.26M 0.06%
36,274
-809
160
$1.24M 0.06%
14,426
-95
161
$1.22M 0.06%
2,744
+74
162
$1.21M 0.06%
18,012
+1,577
163
$1.2M 0.06%
61,330
+6,160
164
$1.2M 0.06%
14,835
+1,445
165
$1.18M 0.06%
42,549
+872
166
$1.14M 0.06%
87,203
+29,988
167
$1.13M 0.06%
48,612
+14,724
168
$1.12M 0.06%
70,430
+20,538
169
$1.12M 0.06%
26,134
+312
170
$1.12M 0.06%
+2,708
171
$1.11M 0.06%
25,236
+812
172
$1.1M 0.06%
7,903
+408
173
$1.1M 0.06%
38,458
+131
174
$1.09M 0.06%
+12,903
175
$1.09M 0.06%
7,859
+129
5 6
7
8 9