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
376
$4.46M 0.02%
62,395
-1,595
377
$4.43M 0.02%
106,861
-147,752
378
$4.43M 0.02%
20,235
+366
379
$4.43M 0.02%
25,707
+1,408
380
$4.43M 0.02%
92,480
+18,508
381
$4.4M 0.02%
79,061
+69,348
382
$4.39M 0.02%
345,466
+4,972
383
$4.38M 0.02%
36,779
+2,107
384
$4.35M 0.02%
127,610
-90,507
385
$4.32M 0.02%
18,077
+263
386
$4.3M 0.02%
33,950
+133
387
$4.29M 0.02%
41,297
+2,651
388
$4.24M 0.02%
26,855
+12,780
389
$4.17M 0.02%
60,355
+16,575
390
$4.15M 0.02%
10,127
+10
391
$4.13M 0.02%
177,875
-13,876
392
$4.12M 0.02%
25,116
-57
393
$4.11M 0.02%
43,714
+803
394
$4.06M 0.02%
160,433
+4,047
395
$4.04M 0.02%
46,010
-5,288
396
$3.97M 0.02%
30,217
+16,683
397
$3.97M 0.02%
+99,851
398
$3.95M 0.02%
20,951
-305
399
$3.9M 0.02%
36,957
-6,007
400
$3.88M 0.02%
62,018
-279
14 15
16
17 18