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 | |
|---|---|---|---|---|---|---|---|
| $1.23M | 0.01% | 8,260 -664 | -7% | -$98.6K | |||
| $1.23M | 0.01% | 22,340 | New | +$1.23M | |||
| $1.21M | 0.01% | 34,408 +7,000 | +26% | +$247K | |||
| $1.21M | 0.01% | 209,747 -61,884 | -23% | -$357K | |||
| $1.21M | 0.01% | 43,115 +10,293 | +31% | +$288K | |||
| $1.2M | 0.01% | 4,523 -156 | -3% | -$41.5K | |||
| $1.2M | 0.01% | 18,356 +7,773 | +73% | +$508K | |||
| $1.2M | 0.01% | 6,828 +1,910 | +39% | +$336K | |||
| $1.2M | 0.01% | 4,525 -58 | -1% | -$15.4K | |||
| $1.19M | 0.01% | 30,928 | New | +$1.19M | |||
| $1.19M | 0.01% | 38,102 -3,337 | -8% | -$104K | |||
| $1.19M | 0.01% | 9,311 -210 | -2% | -$26.8K | |||
| $1.19M | 0.01% | 55,303 | New | +$1.19M | |||
| $1.19M | 0.01% | 17,473 +57 | +0.3% | +$3.88K | |||
| $1.18M | 0.01% | 37,927 +195 | +0.5% | +$6.08K | |||
| $1.18M | 0.01% | 118,842 +4,200 | +4% | +$41.7K | |||
| $1.18M | 0.01% | 7,341 +412 | +6% | +$66.1K | |||
| $1.18M | 0.01% | 14,594 +3,793 | +35% | +$306K | |||
| $1.18M | 0.01% | 61,269 +1,685 | +3% | +$32.4K | |||
| $1.18M | 0.01% | 5,170 -6,903 | -57% | -$1.57M | |||
| $1.17M | 0.01% | 20,675 +602 | +3% | +$34.1K | |||
| $1.16M | 0.01% | 13,615 +611 | +5% | +$52.2K | |||
| $1.16M | 0.01% | 7,249 -566 | -7% | -$90.5K | |||
| $1.16M | 0.01% | 6,211 -190 | -3% | -$35.4K | |||
| $1.15M | 0.01% | 15,426 -2,186 | -12% | -$163K |
