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 | |
|---|---|---|---|---|---|---|---|
| $298K | 0% | 1,899 | – | – | |||
| $296K | 0% | 4,590 -26 | -0.6% | -$1.68K | |||
| $296K | 0% | 1,558 | New | +$296K | |||
| $296K | 0% | 7,621 -123 | -2% | -$4.77K | |||
| $295K | 0% | 12,841 +35 | +0.3% | +$805 | |||
| $294K | 0% | 19,038 +468 | +3% | +$7.24K | |||
| $294K | 0% | 19,098 -66 | -0.3% | -$1.01K | |||
| $293K | 0% | 21,531 -2,105 | -9% | -$28.7K | |||
| $291K | 0% | 14,201 -632 | -4% | -$13K | |||
| $291K | 0% | 23,348 -1,592 | -6% | -$19.8K | |||
| $290K | 0% | 1,005 +7 | +0.7% | +$2.02K | |||
| $290K | 0% | 4,803 +126 | +3% | +$7.61K | |||
| $290K | 0% | 759 -48 | -6% | -$18.3K | |||
| $290K | 0% | 3,783 +266 | +8% | +$20.4K | |||
| $289K | 0% | 3,091 +70 | +2% | +$6.54K | |||
| $289K | 0% | 9,090 -1,410 | -13% | -$44.8K | |||
| $288K | 0% | 46,740 | – | – | |||
| $288K | 0% | 5,559 +552 | +11% | +$28.6K | |||
| $288K | 0% | 33,013 -7,284 | -18% | -$63.4K | |||
| $287K | 0% | 13,570 -8,442 | -38% | -$179K | |||
| $286K | 0% | 4,971 -875 | -15% | -$50.4K | |||
| $285K | 0% | 3,146 | New | +$285K | |||
| $285K | 0% | 15,054 | – | – | |||
| $282K | 0% | 5,619 -5,462 | -49% | -$274K | |||
| $282K | 0% | 14,626 -432 | -3% | -$8.33K |
