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
326
$1.09M 0.02%
9,268
+2,039
327
$1.09M 0.02%
10,760
+1,178
328
$1.07M 0.01%
4,014
-2,133
329
$1.06M 0.01%
22,688
+10,233
330
$1.06M 0.01%
15,037
-5,650
331
$1.05M 0.01%
20,113
+1,870
332
$1.05M 0.01%
58,634
333
$1.03M 0.01%
40,782
-2,994
334
$1.02M 0.01%
4,296
+692
335
$1.02M 0.01%
7,266
+69
336
$1.01M 0.01%
4,913
+1,056
337
$1.01M 0.01%
38,811
-27
338
$1.01M 0.01%
15,016
+1,350
339
$995K 0.01%
9,013
-447
340
$992K 0.01%
63,172
+13,131
341
$990K 0.01%
8,613
-18
342
$990K 0.01%
3,460
+2,119
343
$984K 0.01%
5,215
+482
344
$955K 0.01%
167,569
+1,739
345
$954K 0.01%
4,890
-1,097
346
$951K 0.01%
36,461
-993
347
$951K 0.01%
5,946
-3,798
348
$946K 0.01%
17,000
-2,000
349
$934K 0.01%
6,954
-702
350
$930K 0.01%
9,746
+935
12 13
14
15 16