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
176
$3.27M 0.05%
+100,614
177
$3.26M 0.05%
71,926
+16,948
178
$3.16M 0.04%
83,767
+52,175
179
$3.11M 0.04%
13,468
-3,136
180
$3.09M 0.04%
44,937
-1,231
181
$3.05M 0.04%
72,255
+6,850
182
$3.04M 0.04%
53,036
+4,939
183
$2.96M 0.04%
192,148
+174,497
184
$2.92M 0.04%
+187,531
185
$2.82M 0.04%
16,083
+1,833
186
$2.8M 0.04%
126,486
+19,031
187
$2.79M 0.04%
19,060
-1,610
188
$2.74M 0.04%
13,192
+1,770
189
$2.72M 0.04%
93,907
-107
190
$2.71M 0.04%
+67,511
191
$2.71M 0.04%
+135,380
192
$2.69M 0.04%
90,919
+50,371
193
$2.66M 0.04%
17,959
+2,711
194
$2.65M 0.04%
9,733
+214
195
$2.64M 0.04%
+17,220
196
$2.61M 0.04%
30,719
+2,002
197
$2.6M 0.04%
11,868
-355
198
$2.54M 0.04%
+57,575
199
$2.53M 0.04%
49,830
+1,261
200
$2.51M 0.03%
45,430
+11,649
6 7
8
9 10