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
$19.8K0%10,000
-10,000
-50%
-$19.8K
$19.3K0%281
+197
+235%
+$13.5K
$18.7K0%15,300 New
+$18.7K
$16.4K0%12,643
+643
+5%
+$836
$11.8K0%24,021
+11,854
+97%
+$5.81K
$10.6K0%16,319
-835
-5%
-$544
$8.36K0%12,718
-8,164
-39%
-$5.37K
$8.24K0%13,220
$5.27K0%23,515 New
+$5.27K
$4.6K0%10,259
-6,994
-41%
-$3.13K
$3.75K0%13,905 New
+$3.75K
$00%0
-3,066
Closed
$00%0
-12,894
Closed
$00%0
-3,468
Closed
$00%0
-3,317
Closed
$00%0
-2,258
Closed
$00%0
-2,264
Closed
$00%0
-12,247
Closed
$00%0
-1,234
Closed
$00%0
-3,325
Closed
$00%0
-4,054
Closed
$00%0
-6,051
Closed
$00%0
-9,083
Closed
$00%0
-757
Closed
$00%0
-4,604
Closed