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 | |
|---|---|---|---|---|---|---|---|
| $281K | 0% | 12,521 | – | – | |||
| $280K | 0% | 11,019 | New | +$280K | |||
| $280K | 0% | 3,170 +454 | +17% | +$40.1K | |||
| $278K | 0% | 9,332 | – | – | |||
| $277K | 0% | 2,301 -66 | -3% | -$7.96K | |||
| $277K | 0% | 9,043 | New | +$277K | |||
| $276K | 0% | 2,757 -274 | -9% | -$27.4K | |||
| $274K | 0% | 13,924 | – | – | |||
| $269K | 0% | 4,638 +388 | +9% | +$22.5K | |||
| $269K | 0% | 2,724 +53 | +2% | +$5.24K | |||
| $269K | 0% | 7,471 -55 | -0.7% | -$1.98K | |||
| $269K | 0% | 8,129 +917 | +13% | +$30.3K | |||
| $269K | 0% | 2,985 +330 | +12% | +$29.7K | |||
| $267K | 0% | 3,655 +9 | +0.3% | +$659 | |||
| $267K | 0% | 3,431 -104 | -3% | -$8.09K | |||
| $266K | 0% | 6,869 -9 | -0.1% | -$348 | |||
| $266K | 0% | 3,179 -421 | -12% | -$35.2K | |||
| $266K | 0% | 24,081 -21,476 | -47% | -$237K | |||
| $264K | 0% | 5,422 -142 | -3% | -$6.91K | |||
| $264K | 0% | 6,257 | New | +$264K | |||
| $264K | 0% | 7,393 | New | +$264K | |||
| $263K | 0% | 19,322 +1,470 | +8% | +$20K | |||
| $263K | 0% | 2,645 +190 | +8% | +$18.9K | |||
| $262K | 0% | 7,885 +848 | +12% | +$28.2K | |||
| $262K | 0% | 7,225 | New | +$262K |
