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
$12.4M0.06% 58,758
+4,184
+8%
+$885K
$12.4M0.06% 40,358
+9,295
+30%
+$2.85M
$12.3M0.06% 173,649
+35,848
+26%
+$2.54M
$12.3M0.06%
+310,726
 New
+$12.3M
$12.1M0.05% 27,047
+6,587
+32%
+$2.94M
$12.1M0.05% 82,643
+11,043
+15%
+$1.61M
$12M0.05% 208,465
+68,250
+49%
+$3.93M
$12M0.05% 162,841
-12,293
-7%
-$903K
$11.8M0.05% 87,968
-388
-0.4%
-$52.1K
$11.6M0.05% 78,438
+6,398
+9%
+$949K
$11.6M0.05% 57,797
+8,931
+18%
+$1.79M
$11.5M0.05% 151,797
+94,330
+164%
+$7.14M
$11.4M0.05% 146,664
+33,978
+30%
+$2.63M
$11.3M0.05% 2,450
+235
+11%
+$1.08M
$10.8M0.05% 18,364
+6,518
+55%
+$3.84M
$10.8M0.05% 30,676
+2,301
+8%
+$811K
$10.8M0.05% 544,523
-83,605
-13%
-$1.65M
$10.7M0.05% 114,033
-323
-0.3%
-$30.3K
$10.6M0.05% 41,623
+36,515
+715%
+$9.28M
$10.5M0.05% 80,299
-127,839
-61%
-$16.8M
$10.3M0.05% 22,107
+7,766
+54%
+$3.62M
$10.2M0.05% 33,645
+7,801
+30%
+$2.36M
$10.1M0.05% 128,463
+113,148
+739%
+$8.93M
$10.1M0.05% 254,613
-350
-0.1%
-$13.8K
$9.98M0.04% 179,917
-13,693
-7%
-$759K
1 789101158