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
$243K﹤0.01% 51,429
-2,999
-6%
-$14.2K
$242K﹤0.01% 6,641
+186
+3%
+$6.78K
$242K﹤0.01% 1,106
+75
+7%
+$16.4K
$242K﹤0.01% 4,611
+76
+2%
+$3.98K
$241K﹤0.01% 10,724
+449
+4%
+$10.1K
$241K﹤0.01%
+4,153
 New
+$241K
$240K﹤0.01%
+10,492
 New
+$240K
$240K﹤0.01% 3,328
+88
+3%
+$6.35K
$239K﹤0.01%
+9,609
 New
+$239K
$239K﹤0.01% 8,264
-85
-1%
-$2.46K
$239K﹤0.01% 1,177
+23
+2%
+$4.67K
$239K﹤0.01% 4,481
+42
+1%
+$2.24K
$238K﹤0.01% 3,033
+217
+8%
+$17K
$237K﹤0.01% 934
-242
-21%
-$61.5K
$237K﹤0.01% 6,531
+208
+3%
+$7.55K
$236K﹤0.01% 1,361––
$236K﹤0.01% 7,646
-592
-7%
-$18.2K
$235K﹤0.01% 2,482
+15
+0.6%
+$1.42K
$235K﹤0.01% 3,697
+37
+1%
+$2.35K
$235K﹤0.01%
+4,677
 New
+$235K
$234K﹤0.01% 17,663
-230
-1%
-$3.04K
$233K﹤0.01% 685
+43
+7%
+$14.6K
$232K﹤0.01% 3,510
-962
-22%
-$63.5K
$232K﹤0.01% 1,243
+1
+0.1%
+$186
$232K﹤0.01%
+11,500
 New
+$232K
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