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
$2.69M0.01%23,009
+2,335
+11%
+$273K
$2.67M0.01%4,208
+1,894
+82%
+$1.2M
$2.67M0.01%112,944
-3,968
-3%
-$93.7K
$2.67M0.01%1,926
+1,173
+156%
+$1.62M
$2.64M0.01%40,198
-12,786
-24%
-$839K
$2.63M0.01%889,570 ––
$2.63M0.01%45,992
+3,489
+8%
+$199K
$2.61M0.01%14,462
-3,465
-19%
-$624K
$2.58M0.01%7,011
-637
-8%
-$235K
$2.57M0.01%51,272
-6,494
-11%
-$325K
$2.54M0.01%43,748
+4,839
+12%
+$281K
$2.53M0.01%48,097
-15,266
-24%
-$802K
$2.49M0.01%33,885
-2,036
-6%
-$150K
$2.49M0.01%93,631
-2,775
-3%
-$73.8K
$2.48M0.01%107,454
+18,016
+20%
+$415K
$2.48M0.01%7,166
+142
+2%
+$49.1K
$2.47M0.01%26,655
+22,041
+478%
+$2.04M
$2.46M0.01%218,014
+34
+0%
+$383
$2.45M0.01%22,506
+4,361
+24%
+$475K
$2.42M0.01%7,018
+1,036
+17%
+$358K
$2.4M0.01%31,071
-3,003
-9%
-$232K
$2.4M0.01%21,122
-2,667
-11%
-$303K
$2.4M0.01%29,333
+13,468
+85%
+$1.1M
$2.37M0.01%5,946
-810
-12%
-$323K
$2.36M0.01%24,467
+7,808
+47%
+$752K
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