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
126
$5.73M 0.08%
+155,606
127
$5.69M 0.08%
46,401
-2,868
128
$5.64M 0.08%
41,057
+429
129
$5.5M 0.08%
+57,128
130
$5.44M 0.08%
149,369
+123,548
131
$5.41M 0.08%
234,657
-11,962
132
$5.4M 0.08%
62,716
+10,564
133
$5.21M 0.07%
300,678
-3,930
134
$5.11M 0.07%
22,282
+2,193
135
$4.93M 0.07%
39,139
-1,621
136
$4.89M 0.07%
6,772
-644
137
$4.8M 0.07%
12,129
-49
138
$4.8M 0.07%
19,810
+1,511
139
$4.72M 0.07%
24,556
-1,464
140
$4.65M 0.06%
151,755
-24,140
141
$4.63M 0.06%
85,005
+7,998
142
$4.6M 0.06%
117,020
-656
143
$4.57M 0.06%
19,178
+15,564
144
$4.42M 0.06%
19,257
+2,493
145
$4.4M 0.06%
92,240
+5,370
146
$4.4M 0.06%
80,585
-3,240
147
$4.36M 0.06%
14,959
+1,142
148
$4.29M 0.06%
17,904
+3,429
149
$4.28M 0.06%
75,198
+4,987
150
$4.28M 0.06%
88,132
-1,664
4 5
6
7 8