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
$3.94M0.02%6,283
+16
+0.3%
+$10K
$3.91M0.02%24,872
+5,455
+28%
+$858K
$3.91M0.02%156,386
-44,808
-22%
-$1.12M
$3.9M0.02%16,379
+4,429
+37%
+$1.05M
$3.89M0.02%29,565
+128
+0.4%
+$16.9K
$3.89M0.02%22,492 New
+$3.89M
$3.88M0.02%29,880
+27,866
+1,384%
+$3.62M
$3.79M0.02%19,869
+10,982
+124%
+$2.09M
$3.77M0.02%25,173
-149
-0.6%
-$22.3K
$3.7M0.02%46,644
-100
-0.2%
-$7.94K
$3.65M0.02%62,297
+26,319
+73%
+$1.54M
$3.57M0.02%169,837 ––
$3.53M0.02%73,972
+9,192
+14%
+$439K
$3.52M0.02%92,978
+46,518
+100%
+$1.76M
$3.52M0.02%31,677
-171
-0.5%
-$19K
$3.48M0.02%148,674
+2,864
+2%
+$67.1K
$3.48M0.02%78,651
+10,869
+16%
+$481K
$3.47M0.02%345,711
+186,248
+117%
+$1.87M
$3.44M0.02%85,139
+8,178
+11%
+$331K
$3.44M0.02%26,810
-911
-3%
-$117K
$3.43M0.02%147,764
-30,414
-17%
-$707K
$3.43M0.02%23,443
+2,050
+10%
+$300K
$3.41M0.02%13,921
+1,682
+14%
+$412K
$3.41M0.02%56,634
-35,070
-38%
-$2.11M
$3.35M0.02%67,222
-26,020
-28%
-$1.3M
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