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
326
$5.58M 0.03%
31,623
+2,873
327
$5.55M 0.03%
241,829
-10,879
328
$5.54M 0.03%
67,632
+52,193
329
$5.5M 0.03%
80,960
+13,609
330
$5.47M 0.03%
16,698
+3,335
331
$5.45M 0.03%
23,368
+31
332
$5.43M 0.03%
150,194
+822
333
$5.41M 0.03%
45,835
+7,918
334
$5.4M 0.03%
22,509
+3,239
335
$5.38M 0.03%
175,374
-53,695
336
$5.37M 0.03%
183,489
-307,165
337
$5.35M 0.03%
23,904
+461
338
$5.32M 0.03%
44,610
-3,405
339
$5.28M 0.03%
58,130
+6,123
340
$5.2M 0.03%
38,289
+4,368
341
$5.17M 0.03%
64,287
+13,293
342
$5.14M 0.03%
23,060
+2,783
343
$5.13M 0.03%
171,884
-1,969
344
$5.12M 0.03%
209,602
+17,175
345
$5.12M 0.03%
9,589
-919
346
$5.11M 0.03%
86,966
+35,911
347
$5.1M 0.03%
7
-1
348
$5.05M 0.03%
22,079
+991
349
$5.03M 0.03%
25,959
+8,382
350
$5.03M 0.03%
2,749
+1,926
12 13
14
15 16