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 | |
|---|---|---|---|---|---|---|---|
| $952K | 0% | 17,638 +1,252 | +8% | +$67.6K | |||
| $949K | 0% | 15,911 +1,899 | +14% | +$113K | |||
| $946K | 0% | 49,787 -893 | -2% | -$17K | |||
| $946K | 0% | 10,252 -1,711 | -14% | -$158K | |||
| $944K | 0% | 7,903 +239 | +3% | +$28.6K | |||
| $937K | 0% | 15,906 -1,602 | -9% | -$94.4K | |||
| $913K | 0% | 32,636 -16,272 | -33% | -$455K | |||
| $912K | 0% | 39,332 +10,580 | +37% | +$245K | |||
| $911K | 0% | 13,189 -3,829 | -23% | -$264K | |||
| $908K | 0% | 14,412 -439 | -3% | -$27.7K | |||
| $903K | 0% | 29,677 +4,777 | +19% | +$145K | |||
| $899K | 0% | 55,295 +8,216 | +17% | +$134K | |||
| $899K | 0% | 17,149 +6 | +0% | +$314 | |||
| $899K | 0% | 47,328 +453 | +1% | +$8.6K | |||
| $898K | 0% | 4,722 | New | +$898K | |||
| $897K | 0% | 20,413 +10,228 | +100% | +$450K | |||
| $896K | 0% | 12,244 -527 | -4% | -$38.6K | |||
| $896K | 0% | 12,354 -3,290 | -21% | -$239K | |||
| $887K | 0% | 56,504 | New | +$887K | |||
| $885K | 0% | 36,783 +11,147 | +43% | +$268K | |||
| $885K | 0% | 45,301 +4,244 | +10% | +$82.9K | |||
| $884K | 0% | 3,628 -738 | -17% | -$180K | |||
| $882K | 0% | 14,962 +3,280 | +28% | +$193K | |||
| $882K | 0% | 3,357 | New | +$882K | |||
| $881K | 0% | 1,675 -403 | -19% | -$212K |
