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
176
$2.73M 0.04%
4,481
+247
177
$2.71M 0.04%
404,140
-123,807
178
$2.67M 0.04%
24,934
+342
179
$2.65M 0.04%
42,665
-6,393
180
$2.65M 0.04%
26,297
+35
181
$2.62M 0.03%
77,829
+3,195
182
$2.53M 0.03%
139,871
+3,915
183
$2.53M 0.03%
31,555
+145
184
$2.53M 0.03%
65,458
-17,316
185
$2.49M 0.03%
62,136
-6,336
186
$2.47M 0.03%
18,049
+583
187
$2.44M 0.03%
25,829
+1,290
188
$2.44M 0.03%
62,297
-51,277
189
$2.43M 0.03%
+181,136
190
$2.43M 0.03%
187,439
+32,220
191
$2.42M 0.03%
43,853
-6,864
192
$2.4M 0.03%
+34,227
193
$2.33M 0.03%
16,850
-741
194
$2.32M 0.03%
137,817
+3,655
195
$2.32M 0.03%
49,572
+738
196
$2.31M 0.03%
30,159
-75,488
197
$2.31M 0.03%
30,441
-6,051
198
$2.28M 0.03%
23,028
-6,525
199
$2.28M 0.03%
16,957
+176
200
$2.25M 0.03%
55,029
+4,057
6 7
8
9 10