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 | |
|---|---|---|---|---|---|---|---|
| $231K | 0% | 636 +5 | +0.8% | +$1.82K | |||
| $231K | 0% | 6,015 -330 | -5% | -$12.7K | |||
| $231K | 0% | 187 | – | – | |||
| $231K | 0% | 18,155 | New | +$231K | |||
| $230K | 0% | 8,897 | New | +$230K | |||
| $229K | 0% | 6,800 -33 | -0.5% | -$1.11K | |||
| $229K | 0% | 2,391 | New | +$229K | |||
| $228K | 0% | 33,000 -1,000 | -3% | -$6.92K | |||
| $228K | 0% | 8,453 -10 | -0.1% | -$270 | |||
| $228K | 0% | 8,556 -92 | -1% | -$2.45K | |||
| $228K | 0% | 3,476 -366 | -10% | -$24K | |||
| $226K | 0% | 3,914 -173 | -4% | -$9.98K | |||
| $225K | 0% | 1,139 -22 | -2% | -$4.35K | |||
| $224K | 0% | 2,912 | New | +$224K | |||
| $224K | 0% | 3,888 | New | +$224K | |||
| $222K | 0% | 6,447 +18 | +0.3% | +$621 | |||
| $222K | 0% | 13,624 | New | +$222K | |||
| $222K | 0% | 5,359 -151 | -3% | -$6.26K | |||
| $221K | 0% | 26,400 | – | – | |||
| $221K | 0% | 25,320 +1,769 | +8% | +$15.4K | |||
| $220K | 0% | 5,858 | New | +$220K | |||
| $220K | 0% | 2,386 | – | – | |||
| $220K | 0% | 10,795 | – | – | |||
| $219K | 0% | 6,318 | New | +$219K | |||
| $218K | 0% | 447 -2 | -0.5% | -$975 |
