Lido Advisors

Lido Advisors Portfolio holdings

AUM $17B
AUM
$17B
AUM Growth
+$956M
Cap. Flow
+$2.46B
Cap. Flow %
14.53%
Top 10 Hldgs %
40.73%
Holding
1,443
New
122
Increased
670
Reduced
471
Closed
82

Sector Composition

1Technology15.18%
2Financials4.97%
3Healthcare3.8%
4Consumer Discretionary3.49%
5Communication Services3.16%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$84.2K0%11,841
+551
+5%
+$3.92K
$81.3K0%25,555
$79.7K0%10,858 New
+$79.7K
$78.4K0%14,197
+173
+1%
+$955
$74.7K0%20,189 New
+$74.7K
$66K0%30,000
$63.6K0%185,000
$63.1K0%24,000 New
+$63.1K
$59.9K0%29,345
$59.5K0%19,455
-6,085
-24%
-$18.6K
$59.1K0%12,875
$50.1K0%17,100
$46.1K0%10,261
+161
+2%
+$723
$42.3K0%14,355 New
+$42.3K
$42.2K0%10,777 New
+$42.2K
$42.2K0%17,436 New
+$42.2K
$39.8K0%15,554
$39.3K0%25,661
$38.6K0%20,000 New
+$38.6K
$38.2K0%14,107 New
+$38.2K
$25.2K0%14,400 New
+$25.2K
$22.7K0%21,641 New
+$22.7K
$22K0%10,000
$21.5K0%10,037 New
+$21.5K
$21.1K0%15,408