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 | |
|---|---|---|---|---|---|---|---|
| $259K | 0% | 2,527 -1,376 | -35% | -$141K | |||
| $259K | 0% | 2,726 -4,092 | -60% | -$388K | |||
| $257K | 0% | 2,499 -5,526 | -69% | -$569K | |||
| $257K | 0% | 8,374 | New | +$257K | |||
| $255K | 0% | 3,680 +213 | +6% | +$14.8K | |||
| $254K | 0% | 6,773 +251 | +4% | +$9.43K | |||
| $254K | 0% | 10,052 +357 | +4% | +$9.02K | |||
| $254K | 0% | 7,952 -415 | -5% | -$13.2K | |||
| $253K | 0% | 2,445 -230 | -9% | -$23.8K | |||
| $253K | 0% | 3,216 | New | +$253K | |||
| $252K | 0% | 3,031 +47 | +2% | +$3.91K | |||
| $252K | 0% | 1,585 -496 | -24% | -$78.8K | |||
| $252K | 0% | 11,544 +147 | +1% | +$3.21K | |||
| $252K | 0% | 8,152 -208 | -2% | -$6.42K | |||
| $251K | 0% | 1,751 -31 | -2% | -$4.45K | |||
| $251K | 0% | 3,065 -514 | -14% | -$42.1K | |||
| $250K | 0% | 2,521 -91 | -3% | -$9.03K | |||
| $250K | 0% | 17,084 -5 | -0% | -$73 | |||
| $250K | 0% | 4,716 | New | +$250K | |||
| $249K | 0% | 14,094 +64 | +0.5% | +$1.13K | |||
| $246K | 0% | 2,699 -1,305 | -33% | -$119K | |||
| $246K | 0% | 32,431 | New | +$246K | |||
| $245K | 0% | 13,975 | – | – | |||
| $244K | 0% | 2,839 -58 | -2% | -$4.99K | |||
| $244K | 0% | 2,773 -45 | -2% | -$3.95K |
