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
101
$7.58M 0.11%
53,221
+28,976
102
$7.45M 0.1%
91,992
-200,529
103
$7.16M 0.1%
68,180
+15,043
104
$7.08M 0.1%
67,143
+6,266
105
$7.04M 0.1%
70,841
-2,459
106
$6.92M 0.1%
121,318
+20,767
107
$6.89M 0.1%
88,580
+4,919
108
$6.82M 0.1%
61,497
-4,117
109
$6.79M 0.09%
68,786
+18,176
110
$6.51M 0.09%
125,582
+25,255
111
$6.5M 0.09%
181,852
+36,768
112
$6.46M 0.09%
55,740
+6,065
113
$6.38M 0.09%
77,114
+7,992
114
$6.36M 0.09%
59,835
-4,062
115
$6.21M 0.09%
46,766
+7,175
116
$6.17M 0.09%
233,955
+4,048
117
$6.08M 0.08%
+235,718
118
$6.01M 0.08%
49,107
+1,770
119
$5.93M 0.08%
45,815
+3,042
120
$5.93M 0.08%
272,606
+44,388
121
$5.9M 0.08%
23,043
-387
122
$5.86M 0.08%
68,656
+20,381
123
$5.84M 0.08%
+18,293
124
$5.83M 0.08%
55,643
-233
125
$5.8M 0.08%
25,053
+23,400
3 4
5
6 7