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
626
$298K ﹤0.01%
+3,741
627
$298K ﹤0.01%
8,158
-20
628
$296K ﹤0.01%
+13,975
629
$295K ﹤0.01%
+6,247
630
$295K ﹤0.01%
7,600
631
$294K ﹤0.01%
15,860
632
$293K ﹤0.01%
3,400
-141,741
633
$292K ﹤0.01%
1,927
634
$291K ﹤0.01%
+18,732
635
$290K ﹤0.01%
+316
636
$290K ﹤0.01%
7,690
637
$289K ﹤0.01%
2,134
+31
638
$287K ﹤0.01%
2,100
-50
639
$286K ﹤0.01%
1,006
+166
640
$285K ﹤0.01%
2,080
+30
641
$283K ﹤0.01%
7,329
-436
642
$283K ﹤0.01%
+2,232
643
$281K ﹤0.01%
1,634
+7
644
$280K ﹤0.01%
+13,570
645
$280K ﹤0.01%
4,779
+29
646
$279K ﹤0.01%
347
+38
647
$277K ﹤0.01%
4,775
-131
648
$276K ﹤0.01%
955
-326
649
$274K ﹤0.01%
15,000
650
$273K ﹤0.01%
5,375
-140
24 25
26
27 28