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 | |
|---|---|---|---|---|---|---|---|
| $1.08M | 0% | 6,319 -680 | -10% | -$116K | |||
| $1.08M | 0% | 36,398 | – | – | |||
| $1.08M | 0% | 8,953 -320 | -3% | -$38.5K | |||
| $1.07M | 0% | 27,150 -3,230 | -11% | -$128K | |||
| $1.07M | 0% | 13,702 +376 | +3% | +$29.3K | |||
| $1.07M | 0% | 20,030 -664 | -3% | -$35.3K | |||
| $1.06M | 0% | 47,338 -1,176 | -2% | -$26.4K | |||
| $1.05M | 0% | 15,084 -352 | -2% | -$24.6K | |||
| $1.05M | 0% | 3,713 +1,965 | +112% | +$556K | |||
| $1.05M | 0% | 50,510 +1,838 | +4% | +$38.2K | |||
| $1.05M | 0% | 90,648 +3,498 | +4% | +$40.5K | |||
| $1.05M | 0% | 19,168 -11,665 | -38% | -$638K | |||
| $1.05M | 0% | 21,389 -4,415 | -17% | -$216K | |||
| $1.04M | 0% | 99,942 | – | – | |||
| $1.04M | 0% | 6,057 -608 | -9% | -$104K | |||
| $1.03M | 0% | 57,287 -2,931 | -5% | -$52.9K | |||
| $1.03M | 0% | 59,844 +5,626 | +10% | +$97.2K | |||
| $1.03M | 0% | 23,469 | New | +$1.03M | |||
| $1.03M | 0% | 23,715 -397 | -2% | -$17.2K | |||
| $1.03M | 0% | 33,078 +1,001 | +3% | +$31K | |||
| $1.02M | 0% | 3,909 +293 | +8% | +$76.8K | |||
| $1.02M | 0% | 49,878 -298 | -0.6% | -$6.11K | |||
| $1.02M | 0% | 9,373 -1,292 | -12% | -$140K | |||
| $1.02M | 0% | 9,868 +1,887 | +24% | +$195K | |||
| $1.01M | 0% | 184,967 -1 | +0% | -$5 |
