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
$880K﹤0.01% 10,234
+3,364
+49%
+$289K
$878K﹤0.01% 29,908
-5,527
-16%
-$162K
$872K﹤0.01% 10,769
+11
+0.1%
+$891
$871K﹤0.01% 5,506
+2,426
+79%
+$384K
$867K﹤0.01% 5,910
+3,364
+132%
+$493K
$865K﹤0.01% 35,354––
$859K﹤0.01% 21,234
-6,430
-23%
-$260K
$852K﹤0.01% 23,344
+978
+4%
+$35.7K
$851K﹤0.01% 10,674
-1,797
-14%
-$143K
$843K﹤0.01% 41,390––
$842K﹤0.01% 1,448
-24
-2%
-$14K
$841K﹤0.01% 2,008
+192
+11%
+$80.5K
$838K﹤0.01% 3,329
+50
+2%
+$12.6K
$836K﹤0.01% 31,271
-1,760
-5%
-$47.1K
$832K﹤0.01% 4,045––
$828K﹤0.01% 9,661
-2,450
-20%
-$210K
$827K﹤0.01% 61,745
+35
+0.1%
+$469
$826K﹤0.01% 8,022
+5,029
+168%
+$518K
$825K﹤0.01% 7,813
+184
+2%
+$19.4K
$821K﹤0.01% 1,954
+658
+51%
+$276K
$819K﹤0.01% 11,964
+59
+0.5%
+$4.04K
$819K﹤0.01% 17,779
+9,536
+116%
+$439K
$818K﹤0.01% 30,994––
$814K﹤0.01% 11,561
-301
-3%
-$21.2K
$814K﹤0.01% 4,551
+25
+0.6%
+$4.47K
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