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
$369K﹤0.01% 1,058
+19
+2%
+$6.63K
$368K﹤0.01% 17,340
+641
+4%
+$13.6K
$367K﹤0.01% 8,905––
$366K﹤0.01%
+4,451
 New
+$366K
$363K﹤0.01% 8,232
-16,958
-67%
-$748K
$361K﹤0.01% 5,252
-363
-6%
-$25K
$360K﹤0.01%
+10,857
 New
+$360K
$359K﹤0.01% 6,078
-1,453
-19%
-$85.9K
$358K﹤0.01%
+4,421
 New
+$358K
$357K﹤0.01%
+53,000
 New
+$357K
$356K﹤0.01% 4,918
-122
-2%
-$8.84K
$356K﹤0.01% 192
+22
+13%
+$40.8K
$354K﹤0.01%
+8,609
 New
+$354K
$353K﹤0.01% 4,623
+1,423
+44%
+$109K
$352K﹤0.01% 5,531
+13
+0.2%
+$828
$352K﹤0.01% 18,374
-1,191
-6%
-$22.8K
$352K﹤0.01% 4,663
-181
-4%
-$13.7K
$352K﹤0.01% 5,423
+3,297
+155%
+$214K
$351K﹤0.01% 7,989
-1,458
-15%
-$64K
$349K﹤0.01% 8,635
-1,081
-11%
-$43.7K
$346K﹤0.01%
+7,273
 New
+$346K
$346K﹤0.01% 808
-98
-11%
-$41.9K
$344K﹤0.01%
+1,866
 New
+$344K
$343K﹤0.01% 6,377
+7
+0.1%
+$376
$340K﹤0.01% 9,857
-201
-2%
-$6.93K
1 414243444558