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
301
$1.25M 0.02%
39,075
-405
302
$1.23M 0.02%
44,712
+533
303
$1.23M 0.02%
+8,300
304
$1.19M 0.02%
11,522
+940
305
$1.18M 0.02%
35,973
+7
306
$1.18M 0.02%
+19,080
307
$1.16M 0.02%
23,337
-115
308
$1.16M 0.02%
44,125
-16,446
309
$1.16M 0.02%
21,392
-109
310
$1.15M 0.02%
5,467
+372
311
$1.14M 0.02%
6,723
-352
312
$1.13M 0.02%
8,744
-345
313
$1.13M 0.02%
9,688
+559
314
$1.13M 0.02%
9,447
+7,136
315
$1.13M 0.02%
13,866
-43
316
$1.12M 0.02%
24,250
+1
317
$1.12M 0.02%
42,711
+3,865
318
$1.12M 0.02%
14,003
+169
319
$1.11M 0.02%
2,416
-33
320
$1.11M 0.02%
33,020
321
$1.11M 0.02%
23,383
+160
322
$1.11M 0.02%
9,841
+962
323
$1.1M 0.02%
19,644
-1,542
324
$1.1M 0.02%
19,256
-11,251
325
$1.09M 0.02%
5,351
+272
11 12
13
14 15