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
476
$2.62M 0.01%
889,570
477
$2.61M 0.01%
222,869
+62,353
478
$2.59M 0.01%
5,056
+105
479
$2.59M 0.01%
10,316
+4,369
480
$2.58M 0.01%
79,112
+15,590
481
$2.57M 0.01%
+60,050
482
$2.56M 0.01%
16,029
-67
483
$2.55M 0.01%
92,012
-1,619
484
$2.54M 0.01%
+80,645
485
$2.54M 0.01%
31,109
+7,611
486
$2.53M 0.01%
16,057
+4,785
487
$2.53M 0.01%
6,603
-563
488
$2.51M 0.01%
72,871
-1,812
489
$2.5M 0.01%
108,354
+900
490
$2.48M 0.01%
20,743
-6,067
491
$2.47M 0.01%
30,119
-16,525
492
$2.47M 0.01%
31,566
-413
493
$2.45M 0.01%
23,465
+959
494
$2.44M 0.01%
38,792
-9,754
495
$2.41M 0.01%
49,028
+12
496
$2.41M 0.01%
+43,957
497
$2.39M 0.01%
12,839
+1,616
498
$2.39M 0.01%
7,956
+1,487
499
$2.38M 0.01%
35,500
+200
500
$2.37M 0.01%
215,661
-2,353
18 19
20
21 22