Lido Advisors

Lido Advisors Portfolio holdings

AUM $17B
This Quarter Return
-2.38%
1 Year Return
+5.49%
3 Year Return
+19.04%
5 Year Return
+71.18%
10 Year Return
AUM
$17B
AUM Growth
+$956M
Cap. Flow
+$2.38B
Cap. Flow %
14.03%
Top 10 Hldgs %
40.73%
Holding
1,443
New
122
Increased
670
Reduced
471
Closed
82
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$1.57B7.08% 6,431,055
+3,723,777
+138%
+$910M
$1.23B5.54% 63,116,365
+477,254
+0.8%
+$9.3M
$833M3.75% 40,266,631
-7,627,582
-16%
-$158M
$808M3.64% 3,637,908
+367,494
+11%
+$81.6M
$571M2.57% 29,144,549
+28,657,205
+5,880%
+$561M
$488M2.2% 1,300,199
+206,445
+19%
+$77.5M
$459M2.07% 4,238,309
+873,671
+26%
+$94.7M
$327M1.47% 2,027,711
+76,670
+4%
+$12.4M
$320M1.44% 1,677,023
+262,665
+19%
+$50.1M
$298M1.34% 3,212,816
+85,339
+3%
+$7.92M
$236M1.06% 1,241,991
+206,249
+20%
+$39.2M
$235M1.06% 418,363
-17,217
-4%
-$9.67M
$230M1.04% 1,885,818
-2,736
-0.1%
-$334K
$176M0.79% 2,527,726
+222,432
+10%
+$15.5M
$143M0.64% 304,981
-15,247
-5%
-$7.16M
$128M0.58% 222,345
+32,431
+17%
+$18.7M
$126M0.57% 1,493,582
+110,217
+8%
+$9.31M
$125M0.56% 1,827,158
+3,461
+0.2%
+$236K
$116M0.52% 748,530
+167,027
+29%
+$25.8M
$111M0.5% 216,799
+6,859
+3%
+$3.52M
$111M0.5% 208,547
+16,553
+9%
+$8.82M
$108M0.49% 394,083
-10,491
-3%
-$2.88M
$108M0.49% 1,579,278
+49,035
+3%
+$3.36M
$108M0.49% 5,826,003
+2,121,197
+57%
+$39.3M
$106M0.48% 501,013
+511
+0.1%
+$108K