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
-16,412
Closed
$00%0
-503
Closed
$00%0
-3,392
Closed
$00%0
-2,778
Closed
$00%0
-2,104
Closed
$00%0
-7,300
Closed
$00%0
-2,312
Closed
$00%0
-375,521
Closed
$00%0
-12,500
Closed
$00%0
-6,757
Closed
$00%0
-1,947
Closed
$00%0
-11,354
Closed
$00%0
-162,573
Closed
$00%0
-316,675
Closed
$00%0
-30,183
Closed
$00%0
-6,690
Closed
$00%0
-18,350
Closed
$00%0
-10,125
Closed
$00%0
-9,256
Closed
$00%0
-225,628
Closed
$00%0
-3,709
Closed
$00%0
-6,238
Closed
$00%0
-2,949
Closed
$00%0
-11,779
Closed
$00%0
-1,673
Closed