Lido Advisors

Lido Advisors Portfolio holdings

AUM $17B
AUM
$17B
AUM Growth
+$956M
Cap. Flow
+$2.38B
Cap. Flow %
14.03%
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

1Technology15.16%
2Financials4.97%
3Healthcare3.8%
4Consumer Discretionary3.5%
5Communication Services3.17%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$14.2M0.06% 64,191
+2,753
+4%
+$610K
$14.2M0.06% 92,755
+22,636
+32%
+$3.47M
$14.2M0.06% 129,408
+4,165
+3%
+$457K
$14.2M0.06% 197,330
+59,935
+44%
+$4.3M
$14.2M0.06% 490,654
+271,062
+123%
+$7.82M
$14.1M0.06% 285,156
-73,138
-20%
-$3.63M
$14.1M0.06% 139,695
+32,830
+31%
+$3.31M
$14M0.06% 283,307
-6,850
-2%
-$339K
$13.9M0.06% 137,701
+2,954
+2%
+$298K
$13.8M0.06%
+472,909
 New
+$13.8M
$13.8M0.06% 304,880
+29,751
+11%
+$1.35M
$13.8M0.06% 273,928
-3,345
-1%
-$168K
$13.7M0.06%
+2,892,662
 New
+$13.7M
$13.7M0.06% 192,553
+14,476
+8%
+$1.03M
$13.4M0.06% 50,214
+7,934
+19%
+$2.12M
$13.4M0.06% 91,155
-2,344
-3%
-$344K
$13.3M0.06% 83,085
+6,195
+8%
+$991K
$13.2M0.06% 53,370
+3,908
+8%
+$967K
$13.2M0.06% 145,486
-256
-0.2%
-$23.2K
$13.1M0.06% 75,934
+26,043
+52%
+$4.49M
$13.1M0.06% 37,503
+9,943
+36%
+$3.47M
$12.8M0.06% 34,277
-1,046
-3%
-$390K
$12.5M0.06% 163,646
+13,477
+9%
+$1.03M
$12.5M0.06% 268,407
-211,541
-44%
-$9.84M
$12.4M0.06% 58,698
+25,589
+77%
+$5.42M
1 67891058