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
751
$205K ﹤0.01%
2,087
+40
752
$205K ﹤0.01%
+8,350
753
$204K ﹤0.01%
17,112
754
$204K ﹤0.01%
+1,020
755
$204K ﹤0.01%
+2,749
756
$203K ﹤0.01%
+735
757
$203K ﹤0.01%
12,359
758
$203K ﹤0.01%
+2,120
759
$202K ﹤0.01%
852
-170
760
$202K ﹤0.01%
3,318
-25
761
$201K ﹤0.01%
+3,682
762
$201K ﹤0.01%
+4,055
763
$201K ﹤0.01%
+4,936
764
$201K ﹤0.01%
+2,711
765
$200K ﹤0.01%
+4,287
766
$196K ﹤0.01%
12,184
+767
767
$184K ﹤0.01%
17,363
+567
768
$177K ﹤0.01%
10,142
-176
769
$161K ﹤0.01%
15,865
-316
770
$158K ﹤0.01%
31,040
-10,000
771
$154K ﹤0.01%
18,300
772
$153K ﹤0.01%
+15,258
773
$134K ﹤0.01%
15,845
774
$111K ﹤0.01%
+10,493
775
$103K ﹤0.01%
+6
29 30
31
32 33