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
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$231K﹤0.01% 636
+5
+0.8%
+$1.82K
$231K﹤0.01% 6,015
-330
-5%
-$12.7K
$231K﹤0.01% 187
$231K﹤0.01%
+18,155
New
+$231K
$230K﹤0.01%
+8,897
New
+$230K
$229K﹤0.01% 6,800
-33
-0.5%
-$1.11K
$229K﹤0.01%
+2,391
New
+$229K
$228K﹤0.01% 33,000
-1,000
-3%
-$6.92K
$228K﹤0.01% 8,453
-10
-0.1%
-$270
$228K﹤0.01% 8,556
-92
-1%
-$2.45K
$228K﹤0.01% 3,476
-366
-10%
-$24K
$226K﹤0.01% 3,914
-173
-4%
-$9.98K
$225K﹤0.01% 1,139
-22
-2%
-$4.35K
$224K﹤0.01%
+2,912
New
+$224K
$224K﹤0.01%
+3,888
New
+$224K
$222K﹤0.01% 6,447
+18
+0.3%
+$621
$222K﹤0.01%
+13,624
New
+$222K
$222K﹤0.01% 5,359
-151
-3%
-$6.26K
$221K﹤0.01% 26,400
$221K﹤0.01% 25,320
+1,769
+8%
+$15.4K
$220K﹤0.01%
+5,858
New
+$220K
$220K﹤0.01% 2,386
$220K﹤0.01% 10,795
$219K﹤0.01%
+6,318
New
+$219K
$218K﹤0.01% 447
-2
-0.5%
-$975