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
$1.55B
AUM Growth
-$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$12.8M
3
+$11.2M
4
OPTU
Optimum Communications Inc
OPTU
+$5.8M
5
BRMK
Broadmark Realty Capital Inc. Common Stock
BRMK
+$5.66M

Top Sells

1
+$14.1M
2
+$7.46M
3
+$7.28M
4
QDEF icon
FlexShares Quality Dividend Defensive Index Fund
QDEF
+$6.11M
5
CMA
Comerica
CMA
+$4.37M

Sector Composition

1 Technology 13.39%
2 Consumer Staples 6.03%
3 Healthcare 5.2%
4 Consumer Discretionary 3.5%
5 Real Estate 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$349K 0.02%
4,229
+91
352
$348K 0.02%
14,267
-22,491
353
$342K 0.02%
32,500
354
$337K 0.02%
+4,673
355
$334K 0.02%
3,605
+1,146
356
$330K 0.02%
21,205
-3,860
357
$325K 0.02%
+6,707
358
$325K 0.02%
14,695
+3,646
359
$323K 0.02%
3,725
-401
360
$323K 0.02%
13,705
361
$323K 0.02%
4,629
-611
362
$321K 0.02%
10,750
-2,430
363
$315K 0.02%
3,076
-431
364
$314K 0.02%
3,626
-848
365
$314K 0.02%
3,514
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366
$313K 0.02%
8,766
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367
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2,539
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368
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2,655
-3,260
369
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4,759
370
$307K 0.02%
5,164
-2,180
371
$306K 0.02%
6,284
+386
372
$305K 0.02%
14,742
+3,711
373
$305K 0.02%
14,761
-214
374
$300K 0.02%
13,467
375
$299K 0.02%
66,439
+3,200
13 14
15
16 17