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 | $22M |
Sector Composition
| 1 | Technology | 15.16% |
| 2 | Financials | 4.97% |
| 3 | Healthcare | 3.8% |
| 4 | Consumer Discretionary | 3.5% |
| 5 | Communication Services | 3.17% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -2,778 | Closed | -$280K | |||
| $0 | 0% | 0 -3,392 | Closed | -$453K | |||
| $0 | 0% | 0 -503 | Closed | -$210K | |||
| $0 | 0% | 0 -16,412 | Closed | -$597K | |||
| $0 | 0% | 0 -5,798 | Closed | -$586K | |||
| $0 | 0% | 0 -204,772 | Closed | -$4.45M | |||
| $0 | 0% | 0 -29,434 | Closed | -$201K | |||
| $0 | 0% | 0 -6,151 | Closed | -$712K | |||
| $0 | 0% | 0 -575 | Closed | -$27.7K | |||
| $0 | 0% | 0 -4,987 | Closed | -$254K | |||
| $0 | 0% | 0 -11,573 | Closed | -$368K | |||
| $0 | 0% | 0 -60,809 | Closed | -$909K | |||
| $0 | 0% | 0 -2,303 | Closed | -$288K | |||
| $0 | 0% | 0 -2,944 | Closed | -$292K | |||
| $0 | 0% | 0 -516 | Closed | -$234K | |||
| $0 | 0% | 0 -7,968 | Closed | -$1M | |||
| $0 | 0% | 0 -40,186 | Closed | -$269K | |||
| $0 | 0% | 0 -4,143 | Closed | -$260K | |||
| $0 | 0% | 0 -2,154 | Closed | -$274K | |||
| $0 | 0% | 0 -9,244 | Closed | -$202K | |||
| $0 | 0% | 0 -2,817 | Closed | -$478K | |||
| $0 | 0% | 0 -5,297 | Closed | -$580K | |||
| $0 | 0% | 0 -14,951 | Closed | -$847K | |||
| $0 | 0% | 0 -2,098 | Closed | -$200K | |||
| $0 | 0% | 0 -17,520 | Closed | -$543K |
