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
276
$7.59M 0.04%
65,967
+9,388
277
$7.52M 0.04%
182,574
+97,435
278
$7.51M 0.04%
27,795
-2,391
279
$7.43M 0.04%
247,159
-225,750
280
$7.41M 0.04%
66,810
-2,836
281
$7.35M 0.04%
314,746
-8,872
282
$7.35M 0.04%
122,413
+104,775
283
$7.29M 0.04%
80,829
+34,419
284
$7.28M 0.04%
115,900
-9,940
285
$7.14M 0.04%
83,906
-89,743
286
$7.03M 0.04%
2,689
+290
287
$6.99M 0.04%
34,559
+40
288
$6.99M 0.04%
73,332
+9,179
289
$6.89M 0.04%
52,036
+7,014
290
$6.87M 0.04%
142,392
+39,632
291
$6.85M 0.04%
137,910
-3,538
292
$6.72M 0.04%
277,163
-99,954
293
$6.71M 0.04%
36,713
-2,798
294
$6.64M 0.03%
39,545
+2,304
295
$6.63M 0.03%
452,735
+182,352
296
$6.61M 0.03%
261,078
+112,404
297
$6.55M 0.03%
29,499
-979
298
$6.53M 0.03%
444,235
+250,927
299
$6.52M 0.03%
42,419
-50,336
300
$6.49M 0.03%
166,139
-15,934
10 11
12
13 14