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
651
$272K ﹤0.01%
6,358
+798
652
$272K ﹤0.01%
1,100
-492
653
$272K ﹤0.01%
+11,627
654
$271K ﹤0.01%
11,898
+3
655
$270K ﹤0.01%
9,915
+16
656
$269K ﹤0.01%
6,678
-628
657
$269K ﹤0.01%
+6,808
658
$268K ﹤0.01%
8,352
-804
659
$268K ﹤0.01%
+2,178
660
$268K ﹤0.01%
14,711
+338
661
$267K ﹤0.01%
27,550
+270
662
$266K ﹤0.01%
3,084
+73
663
$266K ﹤0.01%
+5,809
664
$264K ﹤0.01%
+6,066
665
$263K ﹤0.01%
3,479
+1
666
$262K ﹤0.01%
1,311
-178
667
$260K ﹤0.01%
64,000
668
$259K ﹤0.01%
10,285
669
$259K ﹤0.01%
+7,200
670
$258K ﹤0.01%
12,170
-998
671
$257K ﹤0.01%
+3,499
672
$257K ﹤0.01%
3,276
-65
673
$255K ﹤0.01%
9,889
674
$255K ﹤0.01%
10,066
675
$254K ﹤0.01%
+3,724
25 26
27
28 29