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
676
$254K ﹤0.01%
6,901
-67
677
$253K ﹤0.01%
544
+210
678
$253K ﹤0.01%
617
-63
679
$253K ﹤0.01%
2,398
+74
680
$252K ﹤0.01%
1,934
-211
681
$251K ﹤0.01%
+5,432
682
$251K ﹤0.01%
5,059
-113
683
$250K ﹤0.01%
4,499
-47
684
$249K ﹤0.01%
6,839
+49
685
$249K ﹤0.01%
4,382
-16
686
$249K ﹤0.01%
+1,725
687
$247K ﹤0.01%
1,012
-721
688
$247K ﹤0.01%
35,939
+20,775
689
$247K ﹤0.01%
6,555
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690
$247K ﹤0.01%
1,450
691
$246K ﹤0.01%
4,065
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692
$245K ﹤0.01%
8,354
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693
$245K ﹤0.01%
20,447
694
$244K ﹤0.01%
+705
695
$244K ﹤0.01%
3,848
+30
696
$244K ﹤0.01%
+2,799
697
$244K ﹤0.01%
11,745
698
$244K ﹤0.01%
4,000
699
$243K ﹤0.01%
6,678
+25
700
$243K ﹤0.01%
1,185
-241
26 27
28
29 30