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
151
$4.21M 0.06%
189,723
+125,608
152
$4.19M 0.06%
+37,621
153
$4.17M 0.06%
141,823
+603
154
$4.11M 0.06%
52,710
+11,690
155
$3.93M 0.05%
+53,659
156
$3.87M 0.05%
113,463
-33,000
157
$3.87M 0.05%
29,474
+6,196
158
$3.77M 0.05%
23,053
+3,142
159
$3.76M 0.05%
31,790
+52
160
$3.71M 0.05%
63,619
+11,724
161
$3.71M 0.05%
12,931
+2,319
162
$3.69M 0.05%
7,304
-1,465
163
$3.68M 0.05%
32,918
+3,960
164
$3.53M 0.05%
185,826
+37,117
165
$3.51M 0.05%
31,053
+2,527
166
$3.5M 0.05%
22,043
+1,929
167
$3.48M 0.05%
47,511
+2,607
168
$3.47M 0.05%
78,540
+29,613
169
$3.47M 0.05%
15,438
+1,204
170
$3.44M 0.05%
65,765
-348
171
$3.39M 0.05%
262,221
+56,158
172
$3.38M 0.05%
9,314
-1,356
173
$3.38M 0.05%
165,714
+127,096
174
$3.31M 0.05%
20,044
-71
175
$3.3M 0.05%
25,321
+20,275
5 6
7
8 9