Lido Advisors Portfolio holdings
AUM $17B
AUM
$17B
AUM Growth
+$956M (+6%)
Cap. Flow
+$2.46B
Cap. Flow % of AUM
14.53%
Top 10 Holdings %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
| 1 | Technology | 15.18% |
| 2 | Financials | 4.97% |
| 3 | Healthcare | 3.8% |
| 4 | Consumer Discretionary | 3.49% |
| 5 | Communication Services | 3.16% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.54M | 0.01% | 123,038 +12,151 | +11% | +$152K | |||
| $1.54M | 0.01% | 22,287 -1,075 | -5% | -$74.1K | |||
| $1.53M | 0.01% | 55,926 +3,637 | +7% | +$99.6K | |||
| $1.53M | 0.01% | 22,176 +5,759 | +35% | +$397K | |||
| $1.53M | 0.01% | 15,952 -544 | -3% | -$52.1K | |||
| $1.53M | 0.01% | 400 -16 | -4% | -$61K | |||
| $1.52M | 0.01% | 11,272 +216 | +2% | +$29.1K | |||
| $1.52M | 0.01% | 823 +3 | +0.4% | +$5.53K | |||
| $1.52M | 0.01% | 19,820 +707 | +4% | +$54.1K | |||
| $1.51M | 0.01% | 15,439 +170 | +1% | +$16.6K | |||
| $1.51M | 0.01% | 128,156 +43,313 | +51% | +$509K | |||
| $1.5M | 0.01% | 6,340 -1,769 | -22% | -$419K | |||
| $1.49M | 0.01% | 64,181 | – | – | |||
| $1.49M | 0.01% | 5,814 -162 | -3% | -$41.4K | |||
| $1.48M | 0.01% | 247,782 -300 | -0.1% | -$1.8K | |||
| $1.48M | 0.01% | 5,967 +1,782 | +43% | +$441K | |||
| $1.47M | 0.01% | 17,919 +212 | +1% | +$17.5K | |||
| $1.47M | 0.01% | 82,451 | New | +$1.47M | |||
| $1.47M | 0.01% | 137,337 +15,280 | +13% | +$164K | |||
| $1.47M | 0.01% | 39,018 +2,699 | +7% | +$102K | |||
| $1.46M | 0.01% | 116,600 | – | – | |||
| $1.45M | 0.01% | 32,591 +1,126 | +4% | +$50.2K | |||
| $1.45M | 0.01% | 36,188 +7,006 | +24% | +$281K | |||
| $1.45M | 0.01% | 27,919 +4,462 | +19% | +$231K | |||
| $1.44M | 0.01% | 5,375 +586 | +12% | +$157K |
