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

Top Buys

1
$910M
2
$561M
3
$94.7M
4
$81.6M
5
$77.5M

Top Sells

1
$158M
2
$75M
3
$59M
4
$25.1M
5
$22M

Sector Composition

1Technology15.16%
2Financials4.97%
3Healthcare3.8%
4Consumer Discretionary3.5%
5Communication Services3.17%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$5.89M0.03% 43,045
+1,447
+3%
+$198K
$5.8M0.03% 252,708
-9,159
-4%
-$210K
$5.8M0.03% 88,292
+56,880
+181%
+$3.73M
$5.79M0.03% 13,205
+7,207
+120%
+$3.16M
$5.76M0.03% 18,875
+899
+5%
+$274K
$5.72M0.03% 103,748
+62
+0.1%
+$3.42K
$5.71M0.03% 20,204
+195
+1%
+$55.1K
$5.6M0.03% 72,260
+1,855
+3%
+$144K
$5.57M0.03% 24,299
-305
-1%
-$69.9K
$5.55M0.03% 63,155
+2,385
+4%
+$209K
$5.38M0.02% 45,022
+16,310
+57%
+$1.95M
$5.38M0.02% 48,623
+3,259
+7%
+$360K
$5.36M0.02% 126,366
-3,547
-3%
-$150K
$5.35M0.02% 235,632
+19,645
+9%
+$446K
$5.3M0.02% 33,187
+14,126
+74%
+$2.26M
$5.28M0.02% 23,337
+34
+0.2%
+$7.69K
$5.18M0.02% 127,342
+10,840
+9%
+$441K
$5.16M0.02% 64,153
+8,758
+16%
+$704K
$5.13M0.02% 37,241
+16,989
+84%
+$2.34M
$5.11M0.02% 40,210
-970
-2%
-$123K
$5.11M0.02% 19,503
+4,129
+27%
+$1.08M
$5.09M0.02% 10,508
+19
+0.2%
+$9.2K
$5.07M0.02% 82,273
+10,032
+14%
+$618K
$5.03M0.02% 19,553
+3,335
+21%
+$857K
$4.91M0.02% 28,750
-222
-0.8%
-$37.9K
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