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
$1.23M0.01% 8,260
-664
-7%
-$98.6K
$1.23M0.01%
+22,340
 New
+$1.23M
$1.21M0.01% 34,408
+7,000
+26%
+$247K
$1.21M0.01% 209,747
-61,884
-23%
-$357K
$1.21M0.01% 43,115
+10,293
+31%
+$288K
$1.2M0.01% 4,523
-156
-3%
-$41.5K
$1.2M0.01% 18,356
+7,773
+73%
+$508K
$1.2M0.01% 6,828
+1,910
+39%
+$336K
$1.2M0.01% 4,525
-58
-1%
-$15.4K
$1.19M0.01%
+30,928
 New
+$1.19M
$1.19M0.01% 38,102
-3,337
-8%
-$104K
$1.19M0.01% 9,311
-210
-2%
-$26.8K
$1.19M0.01%
+55,303
 New
+$1.19M
$1.19M0.01% 17,473
+57
+0.3%
+$3.88K
$1.18M0.01% 37,927
+195
+0.5%
+$6.08K
$1.18M0.01% 118,842
+4,200
+4%
+$41.7K
$1.18M0.01% 7,341
+412
+6%
+$66.1K
$1.18M0.01% 14,594
+3,793
+35%
+$306K
$1.18M0.01% 61,269
+1,685
+3%
+$32.4K
$1.18M0.01% 5,170
-6,903
-57%
-$1.57M
$1.17M0.01% 20,675
+602
+3%
+$34.1K
$1.16M0.01% 13,615
+611
+5%
+$52.2K
$1.16M0.01% 7,249
-566
-7%
-$90.5K
$1.16M0.01% 6,211
-190
-3%
-$35.4K
$1.15M0.01% 15,426
-2,186
-12%
-$163K
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