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 -5,143 | Closed | – | |||
| $0 | 0% | 0 -25,282 | Closed | – | |||
| $0 | 0% | 0 -17,548 | Closed | – | |||
| $0 | 0% | 0 -15,720 | Closed | – | |||
| $0 | 0% | 0 -19,000 | Closed | – | |||
| $0 | 0% | 0 -2,868 | Closed | – | |||
| $0 | 0% | 0 -916 | Closed | – | |||
| $0 | 0% | 0 -6,337 | Closed | – | |||
| $0 | 0% | 0 -626 | Closed | – | |||
| $0 | 0% | 0 -10,000 | Closed | – | |||
| $0 | 0% | 0 -173,280 | Closed | – | |||
| $0 | 0% | 0 -2,024 | Closed | – | |||
| $0 | 0% | 0 -2,458 | Closed | – | |||
| $0 | 0% | 0 -2,993 | Closed | – | |||
| $0 | 0% | 0 -10,376 | Closed | – | |||
| $0 | 0% | 0 -39,322 | Closed | – | |||
| $0 | 0% | 0 -1,017 | Closed | – | |||
| $0 | 0% | 0 -63,998 | Closed | – |
