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
$759K﹤0.01% 5,117
+22
+0.4%
+$3.27K
$752K﹤0.01% 10,204
-6,436
-39%
-$474K
$752K﹤0.01% 10,006
-1,146
-10%
-$86.1K
$748K﹤0.01% 76,186
+371
+0.5%
+$3.64K
$747K﹤0.01% 46,895––
$746K﹤0.01% 2,356
-236
-9%
-$74.7K
$742K﹤0.01% 9,016
-775
-8%
-$63.8K
$741K﹤0.01% 7,228
+16
+0.2%
+$1.64K
$739K﹤0.01% 16,367––
$738K﹤0.01% 15,699
-709
-4%
-$33.4K
$735K﹤0.01% 43,606
+2,168
+5%
+$36.6K
$735K﹤0.01% 5,269
+22
+0.4%
+$3.07K
$733K﹤0.01% 33,428
-30
-0.1%
-$658
$731K﹤0.01% 4,147
-347
-8%
-$61.2K
$726K﹤0.01% 64,724
-6,090
-9%
-$68.3K
$718K﹤0.01% 1,270
+113
+10%
+$63.9K
$717K﹤0.01% 5,773
+498
+9%
+$61.9K
$714K﹤0.01%
+19,596
 New
+$714K
$712K﹤0.01% 5,886
+1,845
+46%
+$223K
$711K﹤0.01% 6,330––
$710K﹤0.01% 94,344––
$708K﹤0.01% 2,893––
$706K﹤0.01% 14,866
+266
+2%
+$12.6K
$699K﹤0.01% 9,824
-1,126
-10%
-$80.1K
$695K﹤0.01% 72,530
-2,531
-3%
-$24.2K
1 323334353658