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
$389K﹤0.01% 208
+10
+5%
+$18.7K
$388K﹤0.01% 3,337
-20
-0.6%
-$2.33K
$387K﹤0.01% 56,161––
$386K﹤0.01% 1,140
-207
-15%
-$70.2K
$385K﹤0.01% 2,179
+204
+10%
+$36K
$384K﹤0.01% 1,208
-65
-5%
-$20.6K
$383K﹤0.01% 10,002
-2,998
-23%
-$115K
$383K﹤0.01% 25,141
-4,197
-14%
-$63.9K
$381K﹤0.01% 2,489
+231
+10%
+$35.4K
$381K﹤0.01% 1,796
+8
+0.5%
+$1.7K
$381K﹤0.01% 2,417
+3
+0.1%
+$473
$380K﹤0.01% 4,996
-208
-4%
-$15.8K
$380K﹤0.01% 5,458
-1,078
-16%
-$75.1K
$378K﹤0.01% 3,159
-88
-3%
-$10.5K
$377K﹤0.01%
+9,845
 New
+$377K
$375K﹤0.01% 19,792
+9,322
+89%
+$177K
$375K﹤0.01% 8,446
+67
+0.8%
+$2.97K
$374K﹤0.01% 13,782
-4,961
-26%
-$135K
$374K﹤0.01% 1,788
-2,844
-61%
-$595K
$373K﹤0.01% 25,471
+100
+0.4%
+$1.47K
$373K﹤0.01% 4,659
+411
+10%
+$32.9K
$372K﹤0.01% 4,887
-137
-3%
-$10.4K
$372K﹤0.01% 1,060,772
-15,000
-1%
-$5.26K
$371K﹤0.01% 11,278
-106,962
-90%
-$3.52M
$370K﹤0.01% 6,349
+2,124
+50%
+$124K
1 404142434458