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
26
$26M 0.36%
212,680
+17,380
27
$25.9M 0.36%
81,086
+2,140
28
$24.1M 0.34%
155,104
+7,726
29
$23.6M 0.33%
230,743
+181,554
30
$22.9M 0.32%
217,326
+8,981
31
$22.7M 0.32%
180,940
+8,780
32
$21.6M 0.3%
331,710
-3,320
33
$21.3M 0.3%
812,832
+245,667
34
$20.8M 0.29%
120,582
-1,222
35
$20.2M 0.28%
56,866
+4,402
36
$19.3M 0.27%
143,096
+2,517
37
$18.8M 0.26%
348,485
+303,326
38
$18.3M 0.25%
+135,189
39
$18.1M 0.25%
65,180
+984
40
$17.6M 0.24%
213,363
+18,088
41
$17.5M 0.24%
223,416
+46,311
42
$17.1M 0.24%
839,828
43
$17.1M 0.24%
323,700
+86,000
44
$16.6M 0.23%
107,564
+11,971
45
$16.6M 0.23%
71,084
+7,742
46
$16.2M 0.23%
188,633
-9,622
47
$15.9M 0.22%
327,833
-2,120
48
$15.6M 0.22%
41,130
+2,518
49
$14.8M 0.21%
37,000
-4,535
50
$14.7M 0.2%
25,146
+9
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