Lido Advisors

Lido Advisors Portfolio holdings

AUM $17B
AUM
$17B
AUM Growth
+$956M
Cap. Flow
+$2.46B
Cap. Flow %
14.53%
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
$20.2M

Sector Composition

1Technology15.18%
2Financials4.97%
3Healthcare3.8%
4Consumer Discretionary3.49%
5Communication Services3.16%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$9.73M0.04%88,461
+7,211
+9%
+$793K
$9.7M0.04%44,349
+5,374
+14%
+$1.18M
$9.56M0.04%377,117
+41,693
+12%
+$1.06M
$9.15M0.04%218,117
+15,670
+8%
+$658K
$9.08M0.04%17,879
+5,006
+39%
+$2.54M
$9.05M0.04%78,308
+50,659
+183%
+$5.86M
$9.03M0.04%172,338
+16,333
+10%
+$856K
$8.99M0.04%101,008
+3,779
+4%
+$336K
$8.99M0.04%74,195
+244
+0.3%
+$29.6K
$8.92M0.04%41,095
-4,871
-11%
-$1.06M
$8.9M0.04%136,509
+2,385
+2%
+$155K
$8.89M0.04%27,019
+16,305
+152%
+$5.36M
$8.79M0.04%191,281
-2,247
-1%
-$103K
$8.7M0.04%34,881
+1,278
+4%
+$319K
$8.59M0.04%94,397
+90,351
+2,233%
+$8.22M
$8.56M0.04%87,848
-41,509
-32%
-$4.05M
$8.56M0.04%46,651
-62,382
-57%
-$11.4M
$8.56M0.04%27,907
-1,009
-3%
-$310K
$8.5M0.04%42,384
-3,255
-7%
-$653K
$8.48M0.04%44,902
+1,486
+3%
+$281K
$8.44M0.04%90,343
+10,008
+12%
+$935K
$8.41M0.04%63,699
+33,430
+110%
+$4.42M
$8.17M0.04%112,186
+60,642
+118%
+$4.42M
$8.08M0.04%15,772
+1,208
+8%
+$619K
$8.05M0.04%259,813
+15,960
+7%
+$495K
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