Lido Advisors

Lido Advisors Portfolio holdings

AUM $17B
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
$8.02M0.04% 361,855
+8,278
+2%
+$183K
$7.95M0.04% 77,415
-115,771
-60%
-$11.9M
$7.87M0.04% 168,053
+76,665
+84%
+$3.59M
$7.81M0.04% 84,942
+6,803
+9%
+$626K
$7.8M0.04% 69,646
+5,892
+9%
+$660K
$7.67M0.03% 30,186
+11,761
+64%
+$2.99M
$7.64M0.03% 61,347
-31,603
-34%
-$3.93M
$7.63M0.03% 102,218
-4,392
-4%
-$328K
$7.63M0.03% 125,840
-4,441
-3%
-$269K
$7.56M0.03% 323,618
-34,578
-10%
-$808K
$7.48M0.03% 56,579
+10,597
+23%
+$1.4M
$7.43M0.03% 33,646
+4,527
+16%
+$1,000K
$7.42M0.03% 277,293
+125,895
+83%
+$3.37M
$7.34M0.03% 43,678
-3,678
-8%
-$618K
$7.33M0.03% 52,216
-1,457
-3%
-$205K
$7.26M0.03% 100,807
-1,483
-1%
-$107K
$7.22M0.03% 282,329
+135,094
+92%
+$3.45M
$7.18M0.03% 34,519
+434
+1%
+$90.3K
$7.12M0.03% 206,564
+123
+0.1%
+$4.24K
$7.11M0.03% 30,478
-1,530
-5%
-$357K
$7.11M0.03% 63,560
+21,255
+50%
+$2.38M
$7.09M0.03% 259,593
-13,569
-5%
-$371K
$7.07M0.03% 141,448
-19,033
-12%
-$952K
$7.05M0.03% 278,829
+136,753
+96%
+$3.46M
$7.04M0.03% 229,069
+49,041
+27%
+$1.51M
1 91011121358