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
$3.35M0.02%17,814
+3,778
+27%
+$711K
$3.34M0.01%4,091
+1,666
+69%
+$1.36M
$3.3M0.01%130,128
+35,147
+37%
+$890K
$3.29M0.01%313,710
-36,001
-10%
-$377K
$3.29M0.01%22,914
+1,870
+9%
+$268K
$3.29M0.01%125,428
-10,877
-8%
-$285K
$3.28M0.01%90,277
-81,491
-47%
-$2.96M
$3.26M0.01%74,813
-304
-0.4%
-$13.3K
$3.25M0.01%21,256
+351
+2%
+$53.7K
$3.22M0.01%401,233 ––
$3.17M0.01%37,746
+3,303
+10%
+$277K
$3.15M0.01%12,980
+4,722
+57%
+$1.15M
$3.15M0.01%21,125
-1,394
-6%
-$208K
$3.14M0.01%32,106
+16,384
+104%
+$1.6M
$3.14M0.01%10,117
+13
+0.1%
+$4.04K
$3.13M0.01%28,021
+12,586
+82%
+$1.41M
$3.12M0.01%62,157
-22,478
-27%
-$1.13M
$3.11M0.01%12,031
+7,166
+147%
+$1.85M
$3.1M0.01%18,689
+2,781
+17%
+$462K
$3.09M0.01%12,532
+98
+0.8%
+$24.2K
$3.09M0.01%42,911
-1,486
-3%
-$107K
$3.06M0.01%33,365
-4,434
-12%
-$407K
$3.05M0.01%150,848
+14,459
+11%
+$293K
$3M0.01%51,055
-408
-0.8%
-$23.9K
$2.99M0.01%12,339
+1,692
+16%
+$410K
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