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
351
$5M 0.03%
98,763
-175,165
352
$4.98M 0.03%
117,790
-53,763
353
$4.97M 0.03%
15,387
-5,894
354
$4.94M 0.03%
35,650
+2,463
355
$4.94M 0.03%
190,609
+13,069
356
$4.93M 0.03%
37,201
+8,548
357
$4.91M 0.03%
52,367
-3,429
358
$4.9M 0.03%
81,976
+3,804
359
$4.88M 0.03%
27,440
+1,177
360
$4.87M 0.03%
22,903
+10,708
361
$4.82M 0.03%
52,523
+19,158
362
$4.81M 0.03%
17,048
+2,566
363
$4.75M 0.02%
413,884
364
$4.75M 0.02%
90,683
-2,442
365
$4.73M 0.02%
13,508
+8,983
366
$4.72M 0.02%
47,062
-1,561
367
$4.71M 0.02%
185,542
+16,882
368
$4.66M 0.02%
424,731
+32,830
369
$4.62M 0.02%
186,253
+56,125
370
$4.61M 0.02%
22,943
+451
371
$4.57M 0.02%
73,455
372
$4.54M 0.02%
173,662
+14,722
373
$4.51M 0.02%
8,840
+7,936
374
$4.49M 0.02%
16,416
+37
375
$4.47M 0.02%
34,639
+3,025
13 14
15
16 17