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
401
$3.88M 0.02%
351,497
+27,511
402
$3.82M 0.02%
370,367
-215,981
403
$3.81M 0.02%
15,462
+6,142
404
$3.81M 0.02%
11,468
-563
405
$3.8M 0.02%
15,610
+2,630
406
$3.8M 0.02%
77,222
+2,409
407
$3.8M 0.02%
12,485
+7,110
408
$3.79M 0.02%
380,076
-20,500
409
$3.76M 0.02%
138,618
+107,347
410
$3.75M 0.02%
51,245
+4,307
411
$3.74M 0.02%
74,403
+7,181
412
$3.71M 0.02%
73,162
+35,738
413
$3.7M 0.02%
8,451
-233
414
$3.69M 0.02%
55,747
-887
415
$3.68M 0.02%
88,332
+27,206
416
$3.66M 0.02%
29,428
-137
417
$3.65M 0.02%
33,268
+1,162
418
$3.64M 0.02%
21,913
+8,996
419
$3.63M 0.02%
30,001
+13,881
420
$3.6M 0.02%
+77,895
421
$3.6M 0.02%
23,784
+22,251
422
$3.54M 0.02%
76,567
-38,770
423
$3.46M 0.02%
52,772
+46,059
424
$3.45M 0.02%
2,268
+342
425
$3.44M 0.02%
9,629
+3,683
15 16
17
18 19