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 | |
|---|---|---|---|---|---|---|---|
| $455K | 0% | 6,354 -101 | -2% | -$7.23K | |||
| $452K | 0% | 22,795 | – | – | |||
| $452K | 0% | 24,583 +28 | +0.1% | +$515 | |||
| $451K | 0% | 12,042 +6 | +0.1% | +$225 | |||
| $451K | 0% | 6,415 -3,102 | -33% | -$218K | |||
| $451K | 0% | 10,096 +51 | +0.5% | +$2.28K | |||
| $450K | 0% | 14,607 -1,496 | -9% | -$46.1K | |||
| $446K | 0% | 8,154 | – | – | |||
| $439K | 0% | 3,978 +767 | +24% | +$84.7K | |||
| $438K | 0% | 21,397 -4,502 | -17% | -$92.2K | |||
| $437K | 0% | 9,895 | New | +$437K | |||
| $436K | 0% | 9,200 +323 | +4% | +$15.3K | |||
| $436K | 0% | 8,532 +1,079 | +14% | +$55.1K | |||
| $434K | 0% | 908 -27 | -3% | -$12.9K | |||
| $431K | 0% | 33,217 -1,324 | -4% | -$17.2K | |||
| $430K | 0% | 12,039 +1,057 | +10% | +$37.7K | |||
| $429K | 0% | 2,804 +86 | +3% | +$13.2K | |||
| $429K | 0% | 6,941 | New | +$429K | |||
| $428K | 0% | 14,132 -1,973 | -12% | -$59.8K | |||
| $422K | 0% | 13,386 -563 | -4% | -$17.7K | |||
| $420K | 0% | 17,567 +4,900 | +39% | +$117K | |||
| $420K | 0% | 14,112 +2,645 | +23% | +$78.7K | |||
| $419K | 0% | 2,586 +10 | +0.4% | +$1.62K | |||
| $419K | 0% | 2,015 -12 | -0.6% | -$2.49K | |||
| $415K | 0% | 6,713 +2,793 | +71% | +$173K |
