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
201
$2.23M 0.03%
26,393
-1,793
202
$2.22M 0.03%
58,773
+531
203
$2.22M 0.03%
20,505
+3,670
204
$2.21M 0.03%
5,148
+565
205
$2.2M 0.03%
+49,856
206
$2.16M 0.03%
63,078
-5,489
207
$2.15M 0.03%
14,382
-2,215
208
$2.15M 0.03%
104,785
209
$2.13M 0.03%
25,891
+143
210
$2.07M 0.03%
6,496
+53
211
$2.06M 0.03%
20,923
-7,025
212
$2.06M 0.03%
22,955
+4,761
213
$2.04M 0.03%
9,693
+2,125
214
$2M 0.03%
19,673
-32,646
215
$1.99M 0.03%
6,451
+374
216
$1.98M 0.03%
13,807
-1,412
217
$1.98M 0.03%
18,585
+2,283
218
$1.93M 0.03%
36,858
-231
219
$1.88M 0.02%
69,364
+695
220
$1.84M 0.02%
12,116
+171
221
$1.79M 0.02%
56,746
+1,046
222
$1.78M 0.02%
19,991
+3,057
223
$1.74M 0.02%
19,058
-12,427
224
$1.71M 0.02%
91,640
-3,057
225
$1.71M 0.02%
15,015
+1,335
7 8
9
10 11