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
251
$1.67M 0.02%
17,575
+1,059
252
$1.67M 0.02%
10,759
-5
253
$1.66M 0.02%
27,420
+1,327
254
$1.65M 0.02%
+27,674
255
$1.65M 0.02%
26,266
-161
256
$1.61M 0.02%
+80,129
257
$1.59M 0.02%
41,394
+8,844
258
$1.59M 0.02%
91,584
+54,360
259
$1.58M 0.02%
24,573
+14,704
260
$1.57M 0.02%
14,662
-265
261
$1.55M 0.02%
11,142
+219
262
$1.54M 0.02%
+69,907
263
$1.54M 0.02%
3,467
+2,029
264
$1.54M 0.02%
54,207
+17,012
265
$1.54M 0.02%
7,050
-262
266
$1.53M 0.02%
18,979
-608
267
$1.52M 0.02%
49,336
-1,060
268
$1.51M 0.02%
22,434
-1,913
269
$1.5M 0.02%
15,097
-498
270
$1.5M 0.02%
4,249
+18
271
$1.49M 0.02%
28,270
-6,611
272
$1.48M 0.02%
11,833
+60
273
$1.47M 0.02%
+39,351
274
$1.46M 0.02%
12,452
-649
275
$1.46M 0.02%
14,421
-6
9 10
11
12 13