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
$811K﹤0.01% 34,202
+15,672
+85%
+$371K
$808K﹤0.01% 3,260
-119
-4%
-$29.5K
$805K﹤0.01%
+5,992
 New
+$805K
$804K﹤0.01% 34,704
-41,642
-55%
-$964K
$803K﹤0.01% 40,710
+89
+0.2%
+$1.76K
$802K﹤0.01% 9,845
+31
+0.3%
+$2.53K
$800K﹤0.01% 8,173
+603
+8%
+$59K
$798K﹤0.01% 113,310––
$796K﹤0.01% 6,397
+1,707
+36%
+$212K
$794K﹤0.01% 8,254
-1,731
-17%
-$166K
$793K﹤0.01% 8,635
-2,450
-22%
-$225K
$793K﹤0.01% 40,777
+4,338
+12%
+$84.3K
$792K﹤0.01% 52,237
+1,302
+3%
+$19.7K
$792K﹤0.01% 90,810
-1
+0%
-$9
$791K﹤0.01% 12,446
+1,962
+19%
+$125K
$790K﹤0.01% 3,412
+1,561
+84%
+$362K
$784K﹤0.01% 3,801
+411
+12%
+$84.7K
$783K﹤0.01% 23,219
+5,396
+30%
+$182K
$783K﹤0.01% 60,852
-824
-1%
-$10.6K
$779K﹤0.01% 11,495
+774
+7%
+$52.4K
$779K﹤0.01%
+5,244
 New
+$779K
$776K﹤0.01%
+15,200
 New
+$776K
$773K﹤0.01% 1,328
+221
+20%
+$129K
$771K﹤0.01% 22,360
-1,248
-5%
-$43K
$760K﹤0.01% 68,744––
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