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
$4.4M0.02%173,853
-7,000
-4%
-$177K
$4.39M0.02%45,949
+20,723
+82%
+$1.98M
$4.38M0.02%154,388
+19,864
+15%
+$563K
$4.37M0.02%340,494
-1,018
-0.3%
-$13.1K
$4.36M0.02%152,971
-21,712
-12%
-$619K
$4.33M0.02%33,817
+1,580
+5%
+$202K
$4.32M0.02%15,271
-8,195
-35%
-$2.32M
$4.29M0.02%26,263
-62
-0.2%
-$10.1K
$4.29M0.02%21,281
-418
-2%
-$84.3K
$4.27M0.02%14,482
+878
+6%
+$259K
$4.27M0.02%168,660
+119,051
+240%
+$3.01M
$4.25M0.02%192,427
-190,053
-50%
-$4.2M
$4.22M0.02%38,646
+19,809
+105%
+$2.16M
$4.22M0.02%102,489
+44,658
+77%
+$1.84M
$4.19M0.02%13,363
-1,131
-8%
-$355K
$4.17M0.02%20,277
+2,466
+14%
+$507K
$4.15M0.02%400,576 ––
$4.1M0.02%158,940
+23,701
+18%
+$611K
$4.09M0.02%50,994
+31,540
+162%
+$2.53M
$4.09M0.02%270,383
+55,814
+26%
+$845K
$4.09M0.02%63,990
-7,869
-11%
-$502K
$4.05M0.02%36,813
-429
-1%
-$47.2K
$4.02M0.02%31,614
+3,033
+11%
+$386K
$4.02M0.02%6,611
+329
+5%
+$200K
$3.97M0.02%28,653
+24,362
+568%
+$3.37M
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