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
$259K﹤0.01% 2,527
-1,376
-35%
-$141K
$259K﹤0.01% 2,726
-4,092
-60%
-$388K
$257K﹤0.01% 2,499
-5,526
-69%
-$569K
$257K﹤0.01%
+8,374
 New
+$257K
$255K﹤0.01% 3,680
+213
+6%
+$14.8K
$254K﹤0.01% 6,773
+251
+4%
+$9.43K
$254K﹤0.01% 10,052
+357
+4%
+$9.02K
$254K﹤0.01% 7,952
-415
-5%
-$13.2K
$253K﹤0.01% 2,445
-230
-9%
-$23.8K
$253K﹤0.01%
+3,216
 New
+$253K
$252K﹤0.01% 3,031
+47
+2%
+$3.91K
$252K﹤0.01% 1,585
-496
-24%
-$78.8K
$252K﹤0.01% 11,544
+147
+1%
+$3.21K
$252K﹤0.01% 8,152
-208
-2%
-$6.42K
$251K﹤0.01% 1,751
-31
-2%
-$4.45K
$251K﹤0.01% 3,065
-514
-14%
-$42.1K
$250K﹤0.01% 2,521
-91
-3%
-$9.03K
$250K﹤0.01% 17,084
-5
-0%
-$73
$250K﹤0.01%
+4,716
 New
+$250K
$249K﹤0.01% 14,094
+64
+0.5%
+$1.13K
$246K﹤0.01% 2,699
-1,305
-33%
-$119K
$246K﹤0.01%
+32,431
 New
+$246K
$245K﹤0.01% 13,975––
$244K﹤0.01% 2,839
-58
-2%
-$4.99K
$244K﹤0.01% 2,773
-45
-2%
-$3.95K
1 464748495058