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
451
$3.13M 0.02%
87,412
+4,961
452
$3.05M 0.02%
60,820
-1,337
453
$3.02M 0.02%
16,736
-4,389
454
$3.01M 0.02%
29,983
+1,802
455
$2.98M 0.02%
5,672
+1,464
456
$2.98M 0.02%
43,133
+11,181
457
$2.98M 0.02%
144,432
+31,700
458
$2.97M 0.02%
27,675
-346
459
$2.97M 0.02%
46,655
-4,617
460
$2.92M 0.02%
10,583
+4,155
461
$2.87M 0.02%
8,963
+1,945
462
$2.86M 0.02%
40,638
+2,585
463
$2.82M 0.01%
78,902
-88,630
464
$2.81M 0.01%
29,325
-1,702
465
$2.79M 0.01%
48,508
+4,760
466
$2.79M 0.01%
133,975
+2,030
467
$2.75M 0.01%
26,466
-3,077
468
$2.75M 0.01%
24,396
-2,259
469
$2.73M 0.01%
46,740
-1,026
470
$2.71M 0.01%
75,651
+18,707
471
$2.69M 0.01%
9,416
+3,602
472
$2.69M 0.01%
23,750
-3,956
473
$2.69M 0.01%
72,557
+2,401
474
$2.68M 0.01%
11,698
-2,223
475
$2.63M 0.01%
32,819
-11,009
17 18
19
20 21