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Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.5B
1-Year Est. Return 19.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.24%
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
626
– –
-5,000
627
– –
-2,183
628
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-13,575
629
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-30,500
630
– –
-4,969
631
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-3,309
632
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0
633
– –
-11,212
634
– –
-9,245
635
– –
-1,529
636
– –
-8,957
637
– –
-15,479
638
– –
-1,978
639
– –
-32,067
640
$0 ﹤0.01%
10,000
641
– –
-7,326
642
– –
-4,768
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