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
$4.1B
AUM Growth
+$668M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$93.6M
3
+$29.2M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$18.6M
5
TUEM
Tuesday Morning Corp
TUEM
+$18.3M

Top Sells

1
+$17.9M
2
+$16.2M
3
+$12.2M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$8.58M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$7.47M

Sector Composition

1 Technology 14.54%
2 Consumer Discretionary 5.14%
3 Healthcare 4.69%
4 Communication Services 4.45%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.06M 0.03%
24,180
-1,441
227
$2.06M 0.03%
15,415
+1,245
228
$2.06M 0.03%
7,352
-608
229
$2.02M 0.03%
5,209
+3,352
230
$2.01M 0.03%
16,410
+992
231
$2M 0.03%
44,181
+3,837
232
$1.99M 0.03%
51,863
+4,214
233
$1.98M 0.03%
30,686
+14,879
234
$1.95M 0.03%
13,891
+3,537
235
$1.91M 0.03%
104,809
+9,735
236
$1.9M 0.03%
10,896
+613
237
$1.89M 0.03%
72,568
+380
238
$1.89M 0.03%
26,679
+3,827
239
$1.88M 0.03%
20,524
-2,099
240
$1.87M 0.03%
18,919
+4,615
241
$1.85M 0.03%
18,492
+6
242
$1.83M 0.03%
50,331
+5,771
243
$1.81M 0.03%
10,911
-965
244
$1.8M 0.03%
41,648
+6,985
245
$1.8M 0.03%
91,234
-144
246
$1.8M 0.03%
33,425
+3,520
247
$1.73M 0.02%
3,707
-103
248
$1.73M 0.02%
33,539
+9,426
249
$1.73M 0.02%
14,963
-5,253
250
$1.67M 0.02%
30,500
-679
8 9
10
11 12