Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.4B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
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
+$91M
3
+$27.6M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$18.6M
5
TUEM
Tuesday Morning Corp
TUEM
+$18.1M

Top Sells

1
+$16.9M
2
+$15.6M
3
+$12.2M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$8.51M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$7.48M

Sector Composition

1 Technology 14.53%
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
351
$926K 0.02%
19,427
+4,774
352
$923K 0.02%
+32,990
353
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28,019
354
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3,370
-108
355
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6,079
+4,360
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14,436
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357
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18,245
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358
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-3,370
359
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13,616
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3,614
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369
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11,134
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373
$814K 0.02%
43,593
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374
$812K 0.02%
2,260
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375
$808K 0.02%
3,244
-80
13 14
15
16 17