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
426
$2.62M 0.02%
40,306
-123,796
427
$2.62M 0.02%
58,311
+27,138
428
$2.62M 0.02%
41,022
+4,354
429
$2.61M 0.02%
19,417
+3,313
430
$2.6M 0.02%
37,275
+108
431
$2.58M 0.02%
2,450
+863
432
$2.58M 0.02%
11,250
-28,413
433
$2.57M 0.02%
+34,074
434
$2.57M 0.02%
17,327
-2,410
435
$2.56M 0.02%
43,514
-99
436
$2.56M 0.02%
49,544
+4,874
437
$2.54M 0.02%
19,061
-139
438
$2.53M 0.02%
29,691
-13,312
439
$2.52M 0.02%
23,789
+248
440
$2.51M 0.02%
96,406
+24,880
441
$2.51M 0.02%
57,831
+14,256
442
$2.48M 0.02%
13,089
-38,683
443
$2.48M 0.02%
16,542
+131
444
$2.46M 0.02%
42,503
+8,137
445
$2.46M 0.02%
217,980
+67
446
$2.45M 0.02%
104,305
+41,471
447
$2.43M 0.02%
6,756
+1,264
448
$2.4M 0.02%
35,827
+1,043
449
$2.4M 0.02%
20,252
+7,042
450
$2.39M 0.01%
14,559
+2,481
16 17
18
19 20