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
276
$1.44M 0.02%
14,157
+1,190
277
$1.43M 0.02%
4,805
+2,198
278
$1.43M 0.02%
134,586
-41,705
279
$1.41M 0.02%
3,722
-646
280
$1.4M 0.02%
17,513
-2,465
281
$1.39M 0.02%
13,600
+300
282
$1.38M 0.02%
42,694
-964
283
$1.37M 0.02%
16,033
-1,122
284
$1.36M 0.02%
+15,172
285
$1.34M 0.02%
863
+8
286
$1.34M 0.02%
20,025
+10,723
287
$1.33M 0.02%
18,565
+5,173
288
$1.33M 0.02%
16,056
-423
289
$1.31M 0.02%
19,463
-1,042
290
$1.3M 0.02%
4,511
+11
291
$1.3M 0.02%
3,577
-98
292
$1.29M 0.02%
22,403
+87
293
$1.29M 0.02%
5,766
-472
294
$1.28M 0.02%
17,160
+3,594
295
$1.28M 0.02%
11,810
+1,453
296
$1.27M 0.02%
33,771
+3,086
297
$1.27M 0.02%
26,240
-723
298
$1.27M 0.02%
13,124
+3,007
299
$1.26M 0.02%
13,961
+2,880
300
$1.25M 0.02%
9,584
+2,488
10 11
12
13 14