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
251
$7.13M 0.04%
191,097
-13,730
252
$7.06M 0.04%
140,390
+2,224
253
$7.05M 0.04%
60,770
+57,454
254
$6.93M 0.04%
171,800
+3,184
255
$6.93M 0.04%
243,853
+3,325
256
$6.92M 0.04%
61,672
+33,320
257
$6.88M 0.04%
160,670
+9,728
258
$6.83M 0.04%
14,564
-58
259
$6.81M 0.04%
143,309
-215,415
260
$6.63M 0.04%
206,441
+196,214
261
$6.6M 0.04%
34,085
+2,353
262
$6.57M 0.04%
175,093
-161,143
263
$6.56M 0.04%
193,528
-2,716
264
$6.43M 0.04%
78,139
+1,030
265
$6.43M 0.04%
38,780
+1,358
266
$6.41M 0.04%
12,873
+1,178
267
$6.37M 0.04%
209,010
+26,730
268
$6.36M 0.04%
41,598
+39,910
269
$6.33M 0.04%
+582,538
270
$6.33M 0.04%
111,955
-22,073
271
$6.3M 0.04%
219,592
-92,867
272
$6.28M 0.04%
320,734
+8,901
273
$6.24M 0.04%
129,913
+88,851
274
$6.16M 0.04%
196,394
+81,252
275
$6.16M 0.04%
11,846
-99
9 10
11
12 13