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 | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -16,412 | Closed | – | |||
| $0 | 0% | 0 -503 | Closed | – | |||
| $0 | 0% | 0 -3,392 | Closed | – | |||
| $0 | 0% | 0 -2,778 | Closed | – | |||
| $0 | 0% | 0 -2,104 | Closed | – | |||
| $0 | 0% | 0 -7,300 | Closed | – | |||
| $0 | 0% | 0 -2,312 | Closed | – | |||
| $0 | 0% | 0 -375,521 | Closed | – | |||
| $0 | 0% | 0 -12,500 | Closed | – | |||
| $0 | 0% | 0 -6,757 | Closed | – | |||
| $0 | 0% | 0 -1,947 | Closed | – | |||
| $0 | 0% | 0 -11,354 | Closed | – | |||
| $0 | 0% | 0 -162,573 | Closed | – | |||
| $0 | 0% | 0 -316,675 | Closed | – | |||
| $0 | 0% | 0 -30,183 | Closed | – | |||
| $0 | 0% | 0 -6,690 | Closed | – | |||
| $0 | 0% | 0 -18,350 | Closed | – | |||
| $0 | 0% | 0 -10,125 | Closed | – | |||
| $0 | 0% | 0 -9,256 | Closed | – | |||
| $0 | 0% | 0 -225,628 | Closed | – | |||
| $0 | 0% | 0 -3,709 | Closed | – | |||
| $0 | 0% | 0 -6,238 | Closed | – | |||
| $0 | 0% | 0 -2,949 | Closed | – | |||
| $0 | 0% | 0 -11,779 | Closed | – | |||
| $0 | 0% | 0 -1,673 | Closed | – |
