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 | |
|---|---|---|---|---|---|---|---|
| $243K | 0% | 51,429 -2,999 | -6% | -$14.2K | |||
| $242K | 0% | 6,641 +186 | +3% | +$6.78K | |||
| $242K | 0% | 1,106 +75 | +7% | +$16.4K | |||
| $242K | 0% | 4,611 +76 | +2% | +$3.98K | |||
| $241K | 0% | 10,724 +449 | +4% | +$10.1K | |||
| $241K | 0% | 4,153 | New | +$241K | |||
| $240K | 0% | 10,492 | New | +$240K | |||
| $240K | 0% | 3,328 +88 | +3% | +$6.35K | |||
| $239K | 0% | 9,609 | New | +$239K | |||
| $239K | 0% | 8,264 -85 | -1% | -$2.46K | |||
| $239K | 0% | 1,177 +23 | +2% | +$4.67K | |||
| $239K | 0% | 4,481 +42 | +1% | +$2.24K | |||
| $238K | 0% | 3,033 +217 | +8% | +$17K | |||
| $237K | 0% | 934 -242 | -21% | -$61.5K | |||
| $237K | 0% | 6,531 +208 | +3% | +$7.55K | |||
| $236K | 0% | 1,361 | – | – | |||
| $236K | 0% | 7,646 -592 | -7% | -$18.2K | |||
| $235K | 0% | 2,482 +15 | +0.6% | +$1.42K | |||
| $235K | 0% | 3,697 +37 | +1% | +$2.35K | |||
| $235K | 0% | 4,677 | New | +$235K | |||
| $234K | 0% | 17,663 -230 | -1% | -$3.04K | |||
| $233K | 0% | 685 +43 | +7% | +$14.6K | |||
| $232K | 0% | 3,510 -962 | -22% | -$63.5K | |||
| $232K | 0% | 1,243 +1 | +0.1% | +$186 | |||
| $232K | 0% | 11,500 | New | +$232K |
