Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.4B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16B
AUM Growth
+$2.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,394
New
Increased
Reduced
Closed

Top Buys

1
+$347M
2
+$207M
3
+$205M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$141M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$119M

Top Sells

1
+$624M
2
+$229M
3
+$73.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$55.7M
5
EW icon
Edwards Lifesciences
EW
+$32.4M

Sector Composition

1 Technology 15.83%
2 Financials 4.3%
3 Consumer Discretionary 3.58%
4 Healthcare 3.22%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.35M 0.05%
358,196
-26,450
227
$8.3M 0.05%
73,951
+13,430
228
$8.28M 0.05%
40,017
-4,341
229
$8.24M 0.05%
38,975
+1,667
230
$8.16M 0.05%
48,866
+6,965
231
$8.16M 0.05%
43,416
+792
232
$8.15M 0.05%
45,639
+43,448
233
$8.13M 0.05%
254,798
+208,704
234
$8.06M 0.05%
377,194
+291,133
235
$8.05M 0.05%
+160,481
236
$8.04M 0.05%
140,215
+25,537
237
$7.98M 0.05%
72,241
-2,020
238
$7.9M 0.05%
32,008
-23,394
239
$7.89M 0.05%
130,281
-2,229
240
$7.85M 0.05%
169,640
-2,196
241
$7.82M 0.05%
202,447
+64,419
242
$7.74M 0.05%
353,577
+49,982
243
$7.73M 0.05%
20,009
+19,075
244
$7.52M 0.05%
273,162
-14,488
245
$7.48M 0.05%
33,109
+3,729
246
$7.43M 0.05%
49,891
+3,203
247
$7.35M 0.05%
116,502
+109,488
248
$7.34M 0.05%
222,413
-6,829
249
$7.27M 0.05%
40,814
-366
250
$7.16M 0.04%
25,844
+938
8 9
10
11 12