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
426
$3.42M 0.02%
12,533
+1
427
$3.41M 0.02%
37,458
-288
428
$3.4M 0.02%
115,789
-37,182
429
$3.4M 0.02%
138,500
+25,556
430
$3.37M 0.02%
30,502
+26,524
431
$3.37M 0.02%
28,991
432
$3.34M 0.02%
34,735
-2,078
433
$3.31M 0.02%
22,333
-2,539
434
$3.3M 0.02%
12,332
+4,285
435
$3.3M 0.02%
16,849
+1,283
436
$3.29M 0.02%
3,159
+924
437
$3.28M 0.02%
77,333
-1,318
438
$3.27M 0.02%
44,049
+1,892
439
$3.25M 0.02%
6,484
+1,549
440
$3.25M 0.02%
277,182
-36,528
441
$3.24M 0.02%
19,944
-26,707
442
$3.24M 0.02%
139,467
-8,297
443
$3.24M 0.02%
21,455
444
$3.22M 0.02%
398,064
-3,169
445
$3.2M 0.02%
45,420
-2,744
446
$3.19M 0.02%
93,310
+3,033
447
$3.15M 0.02%
169,923
+86
448
$3.15M 0.02%
153,131
+2,283
449
$3.14M 0.02%
+56,991
450
$3.13M 0.02%
15,991
+9,780
16 17
18
19 20