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
$691K﹤0.01% 12,794
-14
-0.1%
-$756
$688K﹤0.01% 52,142
+2
+0%
+$26
$687K﹤0.01% 56,848––
$685K﹤0.01% 6,571
-1,305
-17%
-$136K
$680K﹤0.01% 14,312
+1,012
+8%
+$48.1K
$679K﹤0.01%
+4,844
 New
+$679K
$675K﹤0.01% 3,039
+61
+2%
+$13.6K
$671K﹤0.01% 34,237
+11,741
+52%
+$230K
$670K﹤0.01% 26,369
+941
+4%
+$23.9K
$664K﹤0.01% 21,200––
$661K﹤0.01% 20,289
+491
+2%
+$16K
$660K﹤0.01% 13,676
+3,855
+39%
+$186K
$658K﹤0.01% 20,003
+6,986
+54%
+$230K
$654K﹤0.01% 38,029
+978
+3%
+$16.8K
$654K﹤0.01% 3,117
-311
-9%
-$65.2K
$651K﹤0.01% 1,925
-295
-13%
-$99.7K
$648K﹤0.01% 38,957
+2,840
+8%
+$47.2K
$647K﹤0.01% 45,805––
$646K﹤0.01%
+8,152
 New
+$646K
$646K﹤0.01%
+39,578
 New
+$646K
$646K﹤0.01% 8,438
+97
+1%
+$7.42K
$642K﹤0.01% 1,742
+8
+0.5%
+$2.95K
$641K﹤0.01% 8,910
+1,000
+13%
+$71.9K
$640K﹤0.01%
+5,601
 New
+$640K
$639K﹤0.01%
+16,987
 New
+$639K
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