Lido Advisors Portfolio holdings
AUM
$19.1B
1-Year Return
10.87%
This Quarter Return
+8.25%
1 Year Return
+10.87%
3 Year Return
+39.58%
5 Year Return
+65.07%
10 Year Return
–
AUM
$297M
AUM Growth
–
Cap. Flow
+$297M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
75.88%
Holding
146
New
146
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 48.09% |
| 2 | Technology | 3.12% |
| 3 | Healthcare | 2.34% |
| 4 | Financials | 1.89% |
| 5 | Industrials | 1.68% |
