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 | |
|---|---|---|---|---|---|---|---|
| $217K | 0% | 4,246 | New | +$217K | |||
| $217K | 0% | 9,962 +22 | +0.2% | +$479 | |||
| $216K | 0% | 7,961 -565 | -7% | -$15.3K | |||
| $215K | 0% | 2,253 -2,263 | -50% | -$216K | |||
| $215K | 0% | 3,006 -68 | -2% | -$4.86K | |||
| $214K | 0% | 8,700 | New | +$214K | |||
| $214K | 0% | 2,796 -4,994 | -64% | -$381K | |||
| $214K | 0% | 5,766 -208 | -3% | -$7.7K | |||
| $213K | 0% | 31,805 -4,894 | -13% | -$32.8K | |||
| $213K | 0% | 3,333 +86 | +3% | +$5.49K | |||
| $213K | 0% | 19,030 | – | – | |||
| $212K | 0% | 6,003 -2,515 | -30% | -$89K | |||
| $212K | 0% | 2,722 -387 | -12% | -$30.2K | |||
| $212K | 0% | 2,553 | New | +$212K | |||
| $212K | 0% | 7,945 +334 | +4% | +$8.9K | |||
| $211K | 0% | 2,607 -404 | -13% | -$32.8K | |||
| $211K | 0% | 9,715 | New | +$211K | |||
| $210K | 0% | 4,118 -257 | -6% | -$13.1K | |||
| $210K | 0% | 1,041 | New | +$210K | |||
| $209K | 0% | 3,117 | New | +$209K | |||
| $208K | 0% | 1,560 -242 | -13% | -$32.2K | |||
| $206K | 0% | 7,080 -474 | -6% | -$13.8K | |||
| $206K | 0% | 4,877 +292 | +6% | +$12.3K | |||
| $206K | 0% | 18,437 +132 | +0.7% | +$1.47K | |||
| $206K | 0% | 3,854 | New | +$206K |
