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
$415K﹤0.01% 8,756
-5,268
-38%
-$249K
$415K﹤0.01% 3,202
+4
+0.1%
+$518
$413K﹤0.01% 8,229
+3,252
+65%
+$163K
$410K﹤0.01% 31,729
-95,189
-75%
-$1.23M
$409K﹤0.01% 27,771
-1,264
-4%
-$18.6K
$407K﹤0.01% 17,917
+402
+2%
+$9.14K
$407K﹤0.01% 21,278––
$406K﹤0.01%
+4,487
 New
+$406K
$405K﹤0.01% 4,799
-366
-7%
-$30.9K
$404K﹤0.01% 7,717
+58
+0.8%
+$3.04K
$401K﹤0.01%
+3,443
 New
+$401K
$401K﹤0.01% 8,040
+2,592
+48%
+$129K
$400K﹤0.01%
+7,687
 New
+$400K
$400K﹤0.01% 4,304
+20
+0.5%
+$1.86K
$400K﹤0.01% 7,014
+3,201
+84%
+$182K
$399K﹤0.01%
+7,870
 New
+$399K
$395K﹤0.01% 26,593
-894
-3%
-$13.3K
$395K﹤0.01% 9,128
-150
-2%
-$6.5K
$395K﹤0.01% 13,613
-38,858
-74%
-$1.13M
$394K﹤0.01% 2,876
-77
-3%
-$10.6K
$394K﹤0.01% 17,125
-12,782
-43%
-$294K
$393K﹤0.01% 10,812
+5,151
+91%
+$187K
$392K﹤0.01%
+904
 New
+$392K
$390K﹤0.01% 3,687
+70
+2%
+$7.4K
$390K﹤0.01% 750
-34
-4%
-$17.7K
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