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
701
$237K ﹤0.01%
13,476
+3,386
702
$237K ﹤0.01%
+7,546
703
$233K ﹤0.01%
+10,000
704
$233K ﹤0.01%
984
-33
705
$233K ﹤0.01%
7,948
-10,150
706
$233K ﹤0.01%
53,118
-2,533
707
$232K ﹤0.01%
12,778
708
$232K ﹤0.01%
755
-142
709
$230K ﹤0.01%
4,500
710
$230K ﹤0.01%
16,819
711
$230K ﹤0.01%
9,166
712
$230K ﹤0.01%
12,616
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713
$228K ﹤0.01%
+3,000
714
$228K ﹤0.01%
3,448
-304
715
$228K ﹤0.01%
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716
$226K ﹤0.01%
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717
$225K ﹤0.01%
3,597
718
$224K ﹤0.01%
15,662
-4
719
$224K ﹤0.01%
10,447
-9,988
720
$222K ﹤0.01%
22,198
-751
721
$221K ﹤0.01%
1,435
+49
722
$221K ﹤0.01%
2,831
-394
723
$221K ﹤0.01%
11,312
-6,000
724
$220K ﹤0.01%
+6,842
725
$220K ﹤0.01%
3,320
+152
27 28
29
30 31