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 | |
|---|---|---|---|---|---|---|---|
| $369K | 0% | 1,058 +19 | +2% | +$6.63K | |||
| $368K | 0% | 17,340 +641 | +4% | +$13.6K | |||
| $367K | 0% | 8,905 | – | – | |||
| $366K | 0% | 4,451 | New | +$366K | |||
| $363K | 0% | 8,232 -16,958 | -67% | -$748K | |||
| $361K | 0% | 5,252 -363 | -6% | -$25K | |||
| $360K | 0% | 10,857 | New | +$360K | |||
| $359K | 0% | 6,078 -1,453 | -19% | -$85.9K | |||
| $358K | 0% | 4,421 | New | +$358K | |||
| $357K | 0% | 53,000 | New | +$357K | |||
| $356K | 0% | 4,918 -122 | -2% | -$8.84K | |||
| $356K | 0% | 192 +22 | +13% | +$40.8K | |||
| $354K | 0% | 8,609 | New | +$354K | |||
| $353K | 0% | 4,623 +1,423 | +44% | +$109K | |||
| $352K | 0% | 5,531 +13 | +0.2% | +$828 | |||
| $352K | 0% | 18,374 -1,191 | -6% | -$22.8K | |||
| $352K | 0% | 4,663 -181 | -4% | -$13.7K | |||
| $352K | 0% | 5,423 +3,297 | +155% | +$214K | |||
| $351K | 0% | 7,989 -1,458 | -15% | -$64K | |||
| $349K | 0% | 8,635 -1,081 | -11% | -$43.7K | |||
| $346K | 0% | 7,273 | New | +$346K | |||
| $346K | 0% | 808 -98 | -11% | -$41.9K | |||
| $344K | 0% | 1,866 | New | +$344K | |||
| $343K | 0% | 6,377 +7 | +0.1% | +$376 | |||
| $340K | 0% | 9,857 -201 | -2% | -$6.93K |
