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
$281K﹤0.01% 12,521––
$280K﹤0.01%
+11,019
 New
+$280K
$280K﹤0.01% 3,170
+454
+17%
+$40.1K
$278K﹤0.01% 9,332––
$277K﹤0.01% 2,301
-66
-3%
-$7.96K
$277K﹤0.01%
+9,043
 New
+$277K
$276K﹤0.01% 2,757
-274
-9%
-$27.4K
$274K﹤0.01% 13,924––
$269K﹤0.01% 4,638
+388
+9%
+$22.5K
$269K﹤0.01% 2,724
+53
+2%
+$5.24K
$269K﹤0.01% 7,471
-55
-0.7%
-$1.98K
$269K﹤0.01% 8,129
+917
+13%
+$30.3K
$269K﹤0.01% 2,985
+330
+12%
+$29.7K
$267K﹤0.01% 3,655
+9
+0.3%
+$659
$267K﹤0.01% 3,431
-104
-3%
-$8.09K
$266K﹤0.01% 6,869
-9
-0.1%
-$348
$266K﹤0.01% 3,179
-421
-12%
-$35.2K
$266K﹤0.01% 24,081
-21,476
-47%
-$237K
$264K﹤0.01% 5,422
-142
-3%
-$6.91K
$264K﹤0.01%
+6,257
 New
+$264K
$264K﹤0.01%
+7,393
 New
+$264K
$263K﹤0.01% 19,322
+1,470
+8%
+$20K
$263K﹤0.01% 2,645
+190
+8%
+$18.9K
$262K﹤0.01% 7,885
+848
+12%
+$28.2K
$262K﹤0.01%
+7,225
 New
+$262K
1 454647484958