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
251
$9.04M 0.05%
120,603
+97,693
252
$8.99M 0.05%
17,647
-13,029
253
$8.99M 0.05%
46,118
+1,216
254
$8.96M 0.05%
76,453
+2,258
255
$8.91M 0.05%
280,403
+68,369
256
$8.83M 0.05%
169,806
+147,107
257
$8.67M 0.05%
75,131
+29,182
258
$8.53M 0.04%
64,089
+2,742
259
$8.49M 0.04%
40,249
+888
260
$8.44M 0.04%
62,771
-928
261
$8.42M 0.04%
180,080
-130,646
262
$8.36M 0.04%
33,620
-1,261
263
$8.36M 0.04%
312,295
+35,002
264
$8.23M 0.04%
168,122
+544
265
$8.23M 0.04%
48,589
+42,235
266
$8.18M 0.04%
319,096
+36,767
267
$8.02M 0.04%
316,178
+37,349
268
$7.97M 0.04%
85,075
+62,064
269
$7.91M 0.04%
140,921
+12,584
270
$7.83M 0.04%
9,839
+5,748
271
$7.83M 0.04%
77,527
-10,934
272
$7.82M 0.04%
15,638
-134
273
$7.71M 0.04%
146,556
+1,004
274
$7.68M 0.04%
83,595
-1,347
275
$7.61M 0.04%
179,422
-1,264
9 10
11
12 13