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 | |
|---|---|---|---|---|---|---|---|
| $389K | 0% | 208 +10 | +5% | +$18.7K | |||
| $388K | 0% | 3,337 -20 | -0.6% | -$2.33K | |||
| $387K | 0% | 56,161 | – | – | |||
| $386K | 0% | 1,140 -207 | -15% | -$70.2K | |||
| $385K | 0% | 2,179 +204 | +10% | +$36K | |||
| $384K | 0% | 1,208 -65 | -5% | -$20.6K | |||
| $383K | 0% | 10,002 -2,998 | -23% | -$115K | |||
| $383K | 0% | 25,141 -4,197 | -14% | -$63.9K | |||
| $381K | 0% | 2,489 +231 | +10% | +$35.4K | |||
| $381K | 0% | 1,796 +8 | +0.5% | +$1.7K | |||
| $381K | 0% | 2,417 +3 | +0.1% | +$473 | |||
| $380K | 0% | 4,996 -208 | -4% | -$15.8K | |||
| $380K | 0% | 5,458 -1,078 | -16% | -$75.1K | |||
| $378K | 0% | 3,159 -88 | -3% | -$10.5K | |||
| $377K | 0% | 9,845 | New | +$377K | |||
| $375K | 0% | 19,792 +9,322 | +89% | +$177K | |||
| $375K | 0% | 8,446 +67 | +0.8% | +$2.97K | |||
| $374K | 0% | 13,782 -4,961 | -26% | -$135K | |||
| $374K | 0% | 1,788 -2,844 | -61% | -$595K | |||
| $373K | 0% | 25,471 +100 | +0.4% | +$1.47K | |||
| $373K | 0% | 4,659 +411 | +10% | +$32.9K | |||
| $372K | 0% | 4,887 -137 | -3% | -$10.4K | |||
| $372K | 0% | 1,060,772 -15,000 | -1% | -$5.26K | |||
| $371K | 0% | 11,278 -106,962 | -90% | -$3.52M | |||
| $370K | 0% | 6,349 +2,124 | +50% | +$124K |
