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
$298K﹤0.01% 1,899––
$296K﹤0.01% 4,590
-26
-0.6%
-$1.68K
$296K﹤0.01%
+1,558
 New
+$296K
$296K﹤0.01% 7,621
-123
-2%
-$4.77K
$295K﹤0.01% 12,841
+35
+0.3%
+$805
$294K﹤0.01% 19,038
+468
+3%
+$7.24K
$294K﹤0.01% 19,098
-66
-0.3%
-$1.01K
$293K﹤0.01% 21,531
-2,105
-9%
-$28.7K
$291K﹤0.01% 14,201
-632
-4%
-$13K
$291K﹤0.01% 23,348
-1,592
-6%
-$19.8K
$290K﹤0.01% 1,005
+7
+0.7%
+$2.02K
$290K﹤0.01% 4,803
+126
+3%
+$7.61K
$290K﹤0.01% 759
-48
-6%
-$18.3K
$290K﹤0.01% 3,783
+266
+8%
+$20.4K
$289K﹤0.01% 3,091
+70
+2%
+$6.54K
$289K﹤0.01% 9,090
-1,410
-13%
-$44.8K
$288K﹤0.01% 46,740––
$288K﹤0.01% 5,559
+552
+11%
+$28.6K
$288K﹤0.01% 33,013
-7,284
-18%
-$63.4K
$287K﹤0.01% 13,570
-8,442
-38%
-$179K
$286K﹤0.01% 4,971
-875
-15%
-$50.4K
$285K﹤0.01%
+3,146
 New
+$285K
$285K﹤0.01% 15,054––
$282K﹤0.01% 5,619
-5,462
-49%
-$274K
$282K﹤0.01% 14,626
-432
-3%
-$8.33K
1 444546474858