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 | |
|---|---|---|---|---|---|---|---|
| $19.8K | 0% | 10,000 -10,000 | -50% | -$19.8K | |||
| $19.3K | 0% | 281 +197 | +235% | +$13.5K | |||
| $18.7K | 0% | 15,300 | New | +$18.7K | |||
| $16.4K | 0% | 12,643 +643 | +5% | +$836 | |||
| $11.8K | 0% | 24,021 +11,854 | +97% | +$5.81K | |||
| $10.6K | 0% | 16,319 -835 | -5% | -$544 | |||
| $8.36K | 0% | 12,718 -8,164 | -39% | -$5.37K | |||
| $8.24K | 0% | 13,220 | – | – | |||
| $5.27K | 0% | 23,515 | New | +$5.27K | |||
| $4.6K | 0% | 10,259 -6,994 | -41% | -$3.13K | |||
| $3.75K | 0% | 13,905 | New | +$3.75K | |||
| $0 | 0% | 0 -3,066 | Closed | – | |||
| $0 | 0% | 0 -12,894 | Closed | – | |||
| $0 | 0% | 0 -3,468 | Closed | – | |||
| $0 | 0% | 0 -3,317 | Closed | – | |||
| $0 | 0% | 0 -2,258 | Closed | – | |||
| $0 | 0% | 0 -2,264 | Closed | – | |||
| $0 | 0% | 0 -12,247 | Closed | – | |||
| $0 | 0% | 0 -1,234 | Closed | – | |||
| $0 | 0% | 0 -3,325 | Closed | – | |||
| $0 | 0% | 0 -4,054 | Closed | – | |||
| $0 | 0% | 0 -6,051 | Closed | – | |||
| $0 | 0% | 0 -9,083 | Closed | – | |||
| $0 | 0% | 0 -757 | Closed | – | |||
| $0 | 0% | 0 -4,604 | Closed | – |
