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
$500K﹤0.01% 9,713
+1,089
+13%
+$56.1K
$499K﹤0.01% 4,459
-1,878
-30%
-$210K
$498K﹤0.01% 11,056
+15
+0.1%
+$676
$494K﹤0.01% 14,473
+3,518
+32%
+$120K
$494K﹤0.01% 8,400––
$494K﹤0.01% 7,831
-400
-5%
-$25.2K
$492K﹤0.01% 7,752––
$491K﹤0.01% 8,423
+386
+5%
+$22.5K
$491K﹤0.01% 1,490
+42
+3%
+$13.8K
$490K﹤0.01% 2,609
+89
+4%
+$16.7K
$485K﹤0.01% 20,612––
$481K﹤0.01% 89,178––
$476K﹤0.01% 5,847
+536
+10%
+$43.7K
$473K﹤0.01% 9,717
-1,088
-10%
-$52.9K
$473K﹤0.01% 13,743
+1,776
+15%
+$61.1K
$471K﹤0.01%
+15,650
 New
+$471K
$464K﹤0.01% 44,850
+463
+1%
+$4.79K
$463K﹤0.01% 21,071
-1,220
-5%
-$26.8K
$462K﹤0.01% 8,970
-1,725
-16%
-$88.8K
$462K﹤0.01% 18,204
-9,900
-35%
-$251K
$461K﹤0.01%
+1,379
 New
+$461K
$461K﹤0.01% 31,162
+142
+0.5%
+$2.1K
$460K﹤0.01% 3,633
-34
-0.9%
-$4.31K
$459K﹤0.01% 5,916
-542
-8%
-$42.1K
$456K﹤0.01% 6,496
-702
-10%
-$49.3K
1 373839404158