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
76
$10.3M 0.14%
218,897
-2,167
77
$9.96M 0.14%
71,107
+4,569
78
$9.8M 0.14%
208,512
+10,365
79
$9.73M 0.14%
248,498
+11,054
80
$9.7M 0.14%
236,431
+1,376
81
$9.69M 0.13%
59,470
+2,174
82
$9.62M 0.13%
117,026
-7,567
83
$9.44M 0.13%
616,212
+162,814
84
$9.39M 0.13%
152,795
-10,661
85
$9.31M 0.13%
38,508
+175
86
$9.27M 0.13%
146,934
+6,789
87
$9.15M 0.13%
37,532
+2,576
88
$9.07M 0.13%
22,981
+102
89
$9.03M 0.13%
47,125
+2,483
90
$9M 0.13%
66,733
+34,504
91
$8.44M 0.12%
349,225
-522
92
$8.44M 0.12%
72,354
+5,641
93
$8.28M 0.12%
+18,245
94
$8.09M 0.11%
22,144
+1,524
95
$8.02M 0.11%
14,584
-720
96
$7.89M 0.11%
85,279
+32,763
97
$7.89M 0.11%
59,465
+6,704
98
$7.88M 0.11%
140,670
+13,735
99
$7.8M 0.11%
138,969
+3,038
100
$7.62M 0.11%
28,048
+3,692
2 3
4
5 6