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
51
$14.5M 0.2%
313,411
+65,461
52
$14.4M 0.2%
148,298
+12,265
53
$14.4M 0.2%
127,519
-3,774
54
$14.1M 0.2%
135,052
+22,701
55
$13.6M 0.19%
167,965
-106,012
56
$13.5M 0.19%
144,167
-230
57
$13.5M 0.19%
55,849
+3,261
58
$13.4M 0.19%
60,341
-1,311
59
$13.3M 0.19%
181,211
+9,018
60
$13.3M 0.18%
436,540
-1,419
61
$12.9M 0.18%
87,139
-6,714
62
$12.7M 0.18%
27,668
-5,257
63
$12.6M 0.18%
51,670
+2,793
64
$12M 0.17%
84,095
+2,893
65
$12M 0.17%
103,997
+14,326
66
$12M 0.17%
291,105
+18,712
67
$11.8M 0.16%
68,260
+4,367
68
$11.4M 0.16%
50,487
+1,807
69
$11.3M 0.16%
64,130
+8,764
70
$11.2M 0.16%
93,168
+1,571
71
$11.2M 0.16%
142,393
+36,672
72
$11M 0.15%
746,753
-176,297
73
$10.8M 0.15%
203,521
+23,689
74
$10.6M 0.15%
59,152
-1,354
75
$10.3M 0.14%
24,008
-137
1 2
3
4 5