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
201
$2.5M 0.03%
66,960
+6,667
202
$2.5M 0.03%
39,671
+450
203
$2.5M 0.03%
29,903
+3,464
204
$2.47M 0.03%
115,653
+10,018
205
$2.47M 0.03%
2,818
+541
206
$2.46M 0.03%
45,398
+10,107
207
$2.44M 0.03%
27,688
+4,350
208
$2.4M 0.03%
11,030
-4,778
209
$2.4M 0.03%
12,359
-871
210
$2.39M 0.03%
4,854
-600
211
$2.39M 0.03%
18,048
+3,943
212
$2.38M 0.03%
13,052
+1,113
213
$2.38M 0.03%
10,797
-319
214
$2.37M 0.03%
13,628
-137
215
$2.34M 0.03%
34,988
+2,331
216
$2.3M 0.03%
135,119
+100,001
217
$2.29M 0.03%
7,783
-1,283
218
$2.24M 0.03%
15,199
-120,962
219
$2.23M 0.03%
54,581
+12,366
220
$2.21M 0.03%
113,012
+10,144
221
$2.18M 0.03%
207,653
+34,179
222
$2.17M 0.03%
85,410
223
$2.15M 0.03%
40,896
+120
224
$2.12M 0.03%
87,607
+1,227
225
$2.11M 0.03%
12,735
+1,876
7 8
9
10 11