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
601
$321K ﹤0.01%
4,400
+287
602
$319K ﹤0.01%
8,324
603
$319K ﹤0.01%
3,752
-611
604
$318K ﹤0.01%
145
-13
605
$318K ﹤0.01%
9,813
+322
606
$317K ﹤0.01%
7,407
-96
607
$317K ﹤0.01%
3,224
+45
608
$317K ﹤0.01%
6,242
+5
609
$315K ﹤0.01%
5,756
+1,405
610
$314K ﹤0.01%
4,420
-1,354
611
$314K ﹤0.01%
848
+1
612
$314K ﹤0.01%
2,824
+408
613
$309K ﹤0.01%
3,673
+121
614
$307K ﹤0.01%
+3,648
615
$307K ﹤0.01%
18,089
616
$304K ﹤0.01%
4,304
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617
$303K ﹤0.01%
1,964
-188
618
$302K ﹤0.01%
9,195
619
$302K ﹤0.01%
2,666
-690
620
$301K ﹤0.01%
+11,153
621
$301K ﹤0.01%
2,565
-46,164
622
$300K ﹤0.01%
2,514
-23
623
$300K ﹤0.01%
22,050
+729
624
$299K ﹤0.01%
1,832
625
$299K ﹤0.01%
32,200
-5,384
23 24
25
26 27