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
26
$121M 0.64%
1,895,162
+68,004
27
$121M 0.64%
1,867,729
+80,223
28
$116M 0.61%
471,888
-29,125
29
$114M 0.6%
235,552
+27,005
30
$113M 0.59%
6,031,301
+205,298
31
$108M 0.57%
5,274,692
+226,487
32
$106M 0.55%
300,769
+6,613
33
$101M 0.53%
318,559
+37,669
34
$97M 0.51%
4,691,419
-35,575,212
35
$90.6M 0.48%
1,093,610
+446,266
36
$85.1M 0.45%
925,751
-20,745
37
$84.2M 0.44%
999,539
-36,690
38
$80M 0.42%
4,765,827
+602,351
39
$78.6M 0.41%
100,770
+8,570
40
$78.4M 0.41%
79,157
+11,398
41
– –
0
42
– –
0
43
$75.8M 0.4%
248,641
+6,902
44
– –
0
45
$73.6M 0.39%
207,257
+37,043
46
$71.6M 0.38%
1,399,498
+67,375
47
$70.6M 0.37%
192,650
+19,606
48
$70.5M 0.37%
379,912
-3,270
49
$70.5M 0.37%
99,579
-7,638
50
$69.9M 0.37%
714,462
+155,995
1
2
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