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
301
$6.48M 0.03%
103,889
-11,622
302
$6.4M 0.03%
20,667
+1,164
303
$6.32M 0.03%
60,137
-3,423
304
$6.25M 0.03%
80,735
-1,538
305
$6.2M 0.03%
199,773
-2,240
306
$6.14M 0.03%
22,996
+7,725
307
$6.08M 0.03%
144,675
+155
308
$6.04M 0.03%
32,454
+2,574
309
$6.03M 0.03%
332,625
-16,785
310
$5.97M 0.03%
117,796
-2,176
311
$5.95M 0.03%
13,457
+6,639
312
$5.93M 0.03%
34,419
+773
313
$5.91M 0.03%
37,889
+9,444
314
$5.91M 0.03%
120,878
-9,233
315
$5.89M 0.03%
267,756
-5,724
316
$5.85M 0.03%
83,744
+1,503
317
$5.78M 0.03%
109,568
+5,820
318
$5.78M 0.03%
13,737
+532
319
$5.76M 0.03%
257,357
+21,725
320
$5.76M 0.03%
38,294
-1,916
321
$5.69M 0.03%
8,141
+1,530
322
$5.64M 0.03%
138,304
-1,485
323
$5.62M 0.03%
110,623
-9,324
324
$5.61M 0.03%
98,373
+1,880
325
$5.6M 0.03%
123,306
-3,060
11 12
13
14 15