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
$339K﹤0.01% 9,184––
$339K﹤0.01%
+4,469
 New
+$339K
$337K﹤0.01%
+2,987
 New
+$337K
$334K﹤0.01%
+5,373
 New
+$334K
$333K﹤0.01% 1,693
+18
+1%
+$3.55K
$333K﹤0.01% 6,010
-1,028
-15%
-$57K
$332K﹤0.01% 5,209
-172
-3%
-$11K
$331K﹤0.01% 13,200––
$331K﹤0.01% 5,948
-1
-0%
-$56
$330K﹤0.01% 3,827
+113
+3%
+$9.74K
$329K﹤0.01% 3,147
-482
-13%
-$50.5K
$329K﹤0.01% 6,334
-55
-0.9%
-$2.85K
$327K﹤0.01% 9,162
+148
+2%
+$5.28K
$327K﹤0.01% 2,672
-223
-8%
-$27.3K
$326K﹤0.01% 9,650
-278
-3%
-$9.39K
$326K﹤0.01% 2,641
+687
+35%
+$84.8K
$326K﹤0.01% 8,079
-87
-1%
-$3.51K
$326K﹤0.01% 2,759
+17
+0.6%
+$2.01K
$325K﹤0.01% 1,965
-48
-2%
-$7.95K
$325K﹤0.01% 2,304
+17
+0.7%
+$2.4K
$323K﹤0.01% 1,950
+21
+1%
+$3.48K
$322K﹤0.01% 272
-45
-14%
-$53.3K
$322K﹤0.01% 40,168
+7,891
+24%
+$63.2K
$321K﹤0.01% 2,494
+112
+5%
+$14.4K
$320K﹤0.01% 15,629
+1,685
+12%
+$34.5K
1 424344454658