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

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

1Technology15.18%
2Financials4.97%
3Healthcare3.8%
4Consumer Discretionary3.49%
5Communication Services3.16%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$20.8M0.09%251,768
-2,590
-1%
-$214K
$20.7M0.09%173,524
+21,897
+14%
+$2.62M
$20.5M0.09%38,400
-773
-2%
-$413K
$20.5M0.09%226,848
+67,777
+43%
+$6.12M
$20.2M0.09%192,446
+7,367
+4%
+$774K
$20M0.09%274,490
+4,914
+2%
+$358K
$19.9M0.09%84,095
+1,636
+2%
+$386K
$19.8M0.09%98,104
+58,087
+145%
+$11.7M
$19.5M0.09%167,250
+91,794
+122%
+$10.7M
$19.2M0.09%70,565
+924
+1%
+$252K
$19M0.09%30,981
+1,349
+5%
+$828K
$18.9M0.09%127,539
+9,148
+8%
+$1.35M
$18.9M0.08%1,361,965
+602,721
+79%
+$8.35M
$18.8M0.08%161,951
-4,067
-2%
-$473K
$18.7M0.08%56,757
+10,931
+24%
+$3.61M
$18.5M0.08%363,922
-18,721
-5%
-$951K
$18.5M0.08%256,315
+53,903
+27%
+$3.88M
$18.3M0.08%105,450
+3,359
+3%
+$582K
$18.1M0.08%171,908
-15,479
-8%
-$1.63M
$18M0.08%143,873
+7,720
+6%
+$967K
$17.9M0.08%57,526
+1,555
+3%
+$484K
$17.7M0.08%152,745
-26,669
-15%
-$3.09M
$17.4M0.08%346,574
+37,394
+12%
+$1.88M
$17.3M0.08%89,002
-912
-1%
-$177K
$17M0.08%228,155
-7,092
-3%
-$530K
1 4567858