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
$00%0
-2,689
Closed
$00%0
-140,108
Closed
$00%0
-16,436
Closed
$00%0
-11,416
Closed
$00%0
-17,520
Closed
$00%0
-2,098
Closed
$00%0
-14,951
Closed
$00%0
-5,297
Closed
$00%0
-2,817
Closed
$00%0
-9,244
Closed
$00%0
-2,154
Closed
$00%0
-4,143
Closed
$00%0
-40,186
Closed
$00%0
-7,968
Closed
$00%0
-516
Closed
$00%0
-2,944
Closed
$00%0
-2,303
Closed
$00%0
-60,809
Closed
$00%0
-11,573
Closed
$00%0
-4,987
Closed
$00%0
-575
Closed
$00%0
-6,151
Closed
$00%0
-29,434
Closed
$00%0
-204,772
Closed
$00%0
-5,798
Closed