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
$217K﹤0.01%
+4,246
New
+$217K
$217K﹤0.01% 9,962
+22
+0.2%
+$479
$216K﹤0.01% 7,961
-565
-7%
-$15.3K
$215K﹤0.01% 2,253
-2,263
-50%
-$216K
$215K﹤0.01% 3,006
-68
-2%
-$4.86K
$214K﹤0.01%
+8,700
New
+$214K
$214K﹤0.01% 2,796
-4,994
-64%
-$381K
$214K﹤0.01% 5,766
-208
-3%
-$7.7K
$213K﹤0.01% 31,805
-4,894
-13%
-$32.8K
$213K﹤0.01% 3,333
+86
+3%
+$5.49K
$213K﹤0.01% 19,030
$212K﹤0.01% 6,003
-2,515
-30%
-$89K
$212K﹤0.01% 2,722
-387
-12%
-$30.2K
$212K﹤0.01%
+2,553
New
+$212K
$212K﹤0.01% 7,945
+334
+4%
+$8.9K
$211K﹤0.01% 2,607
-404
-13%
-$32.8K
$211K﹤0.01%
+9,715
New
+$211K
$210K﹤0.01% 4,118
-257
-6%
-$13.1K
$210K﹤0.01%
+1,041
New
+$210K
$209K﹤0.01%
+3,117
New
+$209K
$208K﹤0.01% 1,560
-242
-13%
-$32.2K
$206K﹤0.01% 7,080
-474
-6%
-$13.8K
$206K﹤0.01% 4,877
+292
+6%
+$12.3K
$206K﹤0.01% 18,437
+132
+0.7%
+$1.47K
$206K﹤0.01%
+3,854
New
+$206K