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
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$952K﹤0.01% 17,638
+1,252
+8%
+$67.6K
$949K﹤0.01% 15,911
+1,899
+14%
+$113K
$946K﹤0.01% 49,787
-893
-2%
-$17K
$946K﹤0.01% 10,252
-1,711
-14%
-$158K
$944K﹤0.01% 7,903
+239
+3%
+$28.6K
$937K﹤0.01% 15,906
-1,602
-9%
-$94.4K
$913K﹤0.01% 32,636
-16,272
-33%
-$455K
$912K﹤0.01% 39,332
+10,580
+37%
+$245K
$911K﹤0.01% 13,189
-3,829
-23%
-$264K
$908K﹤0.01% 14,412
-439
-3%
-$27.7K
$903K﹤0.01% 29,677
+4,777
+19%
+$145K
$899K﹤0.01% 55,295
+8,216
+17%
+$134K
$899K﹤0.01% 17,149
+6
+0%
+$314
$899K﹤0.01% 47,328
+453
+1%
+$8.6K
$898K﹤0.01%
+4,722
New
+$898K
$897K﹤0.01% 20,413
+10,228
+100%
+$450K
$896K﹤0.01% 12,244
-527
-4%
-$38.6K
$896K﹤0.01% 12,354
-3,290
-21%
-$239K
$887K﹤0.01%
+56,504
New
+$887K
$885K﹤0.01% 36,783
+11,147
+43%
+$268K
$885K﹤0.01% 45,301
+4,244
+10%
+$82.9K
$884K﹤0.01% 3,628
-738
-17%
-$180K
$882K﹤0.01% 14,962
+3,280
+28%
+$193K
$882K﹤0.01%
+3,357
New
+$882K
$881K﹤0.01% 1,675
-403
-19%
-$212K