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
726
$219K ﹤0.01%
+3,828
727
$218K ﹤0.01%
1,755
-265
728
$218K ﹤0.01%
4,504
+10
729
$217K ﹤0.01%
3,680
-39
730
$217K ﹤0.01%
3,552
731
$217K ﹤0.01%
+627
732
$217K ﹤0.01%
+3,927
733
$217K ﹤0.01%
9,133
-206
734
$216K ﹤0.01%
+6,413
735
$215K ﹤0.01%
1,009
+6
736
$215K ﹤0.01%
37,353
-17,931
737
$214K ﹤0.01%
+3,704
738
$213K ﹤0.01%
+1,154
739
$212K ﹤0.01%
+1,709
740
$211K ﹤0.01%
1,857
741
$211K ﹤0.01%
32,239
-1,000
742
$211K ﹤0.01%
+763
743
$210K ﹤0.01%
7,596
-488
744
$210K ﹤0.01%
1,404
-215
745
$208K ﹤0.01%
1,581
-165
746
$208K ﹤0.01%
+5,942
747
$206K ﹤0.01%
2,935
-5
748
$206K ﹤0.01%
4,006
-1,329
749
$206K ﹤0.01%
+2,450
750
$205K ﹤0.01%
+1,330
28 29
30
31 32