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 | |
|---|---|---|---|---|---|---|---|
| $339K | 0% | 9,184 | – | – | |||
| $339K | 0% | 4,469 | New | +$339K | |||
| $337K | 0% | 2,987 | New | +$337K | |||
| $334K | 0% | 5,373 | New | +$334K | |||
| $333K | 0% | 1,693 +18 | +1% | +$3.55K | |||
| $333K | 0% | 6,010 -1,028 | -15% | -$57K | |||
| $332K | 0% | 5,209 -172 | -3% | -$11K | |||
| $331K | 0% | 13,200 | – | – | |||
| $331K | 0% | 5,948 -1 | -0% | -$56 | |||
| $330K | 0% | 3,827 +113 | +3% | +$9.74K | |||
| $329K | 0% | 3,147 -482 | -13% | -$50.5K | |||
| $329K | 0% | 6,334 -55 | -0.9% | -$2.85K | |||
| $327K | 0% | 9,162 +148 | +2% | +$5.28K | |||
| $327K | 0% | 2,672 -223 | -8% | -$27.3K | |||
| $326K | 0% | 9,650 -278 | -3% | -$9.39K | |||
| $326K | 0% | 2,641 +687 | +35% | +$84.8K | |||
| $326K | 0% | 8,079 -87 | -1% | -$3.51K | |||
| $326K | 0% | 2,759 +17 | +0.6% | +$2.01K | |||
| $325K | 0% | 1,965 -48 | -2% | -$7.95K | |||
| $325K | 0% | 2,304 +17 | +0.7% | +$2.4K | |||
| $323K | 0% | 1,950 +21 | +1% | +$3.48K | |||
| $322K | 0% | 272 -45 | -14% | -$53.3K | |||
| $322K | 0% | 40,168 +7,891 | +24% | +$63.2K | |||
| $321K | 0% | 2,494 +112 | +5% | +$14.4K | |||
| $320K | 0% | 15,629 +1,685 | +12% | +$34.5K |
