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
576
$339K ﹤0.01%
7,012
-1,550
577
$339K ﹤0.01%
1,846
+70
578
$338K ﹤0.01%
4,050
-798
579
$337K ﹤0.01%
+4,903
580
$336K ﹤0.01%
+1,325
581
$336K ﹤0.01%
1,938
-543
582
$335K ﹤0.01%
1,156
+199
583
$334K ﹤0.01%
5,372
584
$334K ﹤0.01%
7,998
+108
585
$333K ﹤0.01%
1,785
+239
586
$332K ﹤0.01%
+3,317
587
$332K ﹤0.01%
31,258
+8,921
588
$330K ﹤0.01%
11,654
-105
589
$329K ﹤0.01%
4,745
+83
590
$328K ﹤0.01%
9,560
-160
591
$328K ﹤0.01%
7,110
+313
592
$326K ﹤0.01%
7,364
-697
593
$326K ﹤0.01%
3,981
+6
594
$326K ﹤0.01%
1,085
-474
595
$323K ﹤0.01%
1,537
+4
596
$323K ﹤0.01%
2,422
-634
597
$323K ﹤0.01%
6,046
-943
598
$322K ﹤0.01%
3,756
+121
599
$322K ﹤0.01%
7,270
-287
600
$321K ﹤0.01%
1,981
+220
22 23
24
25 26