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
776
$93K ﹤0.01%
14,870
777
$89K ﹤0.01%
+10,527
778
$73K ﹤0.01%
+3,018
779
$62K ﹤0.01%
14,577
780
$60K ﹤0.01%
+12,500
781
$51K ﹤0.01%
667
782
$51K ﹤0.01%
18,000
783
$47K ﹤0.01%
+5,750
784
$41K ﹤0.01%
10,100
785
$37K ﹤0.01%
+22
786
$33K ﹤0.01%
13
787
$31K ﹤0.01%
24,617
788
$20K ﹤0.01%
344
789
$14K ﹤0.01%
12,000
+2,000
790
$7K ﹤0.01%
+10,947
791
$1K ﹤0.01%
10,000
792
– –
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793
– –
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794
– –
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795
– –
-56,188
796
– –
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797
– –
0
798
– –
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799
– –
-3,285
800
– –
-2,775
30 31
32
33 34