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
$16B
AUM Growth
+$2.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,394
New
Increased
Reduced
Closed

Top Buys

1
+$347M
2
+$207M
3
+$205M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$141M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$119M

Top Sells

1
+$624M
2
+$229M
3
+$73.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$55.7M
5
EW icon
Edwards Lifesciences
EW
+$32.4M

Sector Composition

1 Technology 15.83%
2 Financials 4.3%
3 Consumer Discretionary 3.58%
4 Healthcare 3.22%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2.98M 0.02%
22,519
+2,479
402
$2.96M 0.02%
10,714
+1,165
403
$2.93M 0.02%
67,782
+31,637
404
$2.92M 0.02%
169,837
+19,532
405
$2.91M 0.02%
130,896
+41,867
406
$2.89M 0.02%
187,135
+5,279
407
$2.88M 0.02%
82,016
-10,517
408
$2.87M 0.02%
50,030
+2,613
409
$2.86M 0.02%
53,638
+2,133
410
$2.82M 0.02%
128,718
+17,305
411
$2.82M 0.02%
35,921
-1,912
412
$2.82M 0.02%
47,875
-2,099
413
$2.78M 0.02%
21,044
+1,216
414
$2.78M 0.02%
20,674
-294
415
$2.78M 0.02%
26,288
-65,690
416
$2.78M 0.02%
5,998
+1,631
417
$2.77M 0.02%
116,912
+68,786
418
$2.74M 0.02%
50,927
+2,197
419
$2.74M 0.02%
15,908
+377
420
$2.74M 0.02%
56,072
-7,787
421
$2.73M 0.02%
19,581
-364
422
$2.7M 0.02%
15,512
-27,316
423
$2.68M 0.02%
25,226
+2,779
424
$2.65M 0.02%
136,389
-270
425
$2.65M 0.02%
34,443
+743
15 16
17
18 19