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
$19.1B
AUM Growth
+$2.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,548
New
Increased
Reduced
Closed

Top Buys

1
+$400M
2
+$65.5M
3
+$49.7M
4
NVDA icon
NVIDIA
NVDA
+$49.2M
5
AMZN icon
Amazon
AMZN
+$40.7M

Top Sells

1
+$1.94B
2
+$736M
3
+$57.6M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$53.5M
5
BX icon
Blackstone
BX
+$36.6M

Sector Composition

1 Technology 17.48%
2 Financials 4.93%
3 Consumer Discretionary 3.76%
4 Communication Services 3.48%
5 Healthcare 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11.4M 0.06%
134,358
-2,151
227
$11.3M 0.06%
84,038
+1,395
228
$11.3M 0.06%
102,379
+70,702
229
$11.2M 0.06%
210,130
+162,033
230
$11.1M 0.06%
23,717
+1,610
231
$11M 0.06%
52,514
-42,277
232
$10.9M 0.06%
150,227
+137,781
233
$10.9M 0.06%
148,155
-14,686
234
$10.8M 0.06%
49,196
+4,847
235
$10.7M 0.06%
176,268
-3,649
236
$10.6M 0.06%
172,856
+4,803
237
$10.3M 0.05%
19,617
+1,738
238
$10.2M 0.05%
195,672
+4,391
239
$10.1M 0.05%
107,828
-6,205
240
$9.82M 0.05%
29,703
+2,684
241
$9.79M 0.05%
64,334
-26,821
242
$9.67M 0.05%
12,070
+1,482
243
$9.59M 0.05%
97,048
+8,756
244
$9.49M 0.05%
60,694
+55,577
245
$9.48M 0.05%
220,133
+95,060
246
$9.47M 0.05%
107,351
+12,954
247
$9.3M 0.05%
93,458
+5,610
248
$9.2M 0.05%
69,162
-9,146
249
$9.15M 0.05%
52,821
+605
250
$9.12M 0.05%
267,402
+7,589
8 9
10
11 12