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
501
$2.35M 0.01%
12,806
+5,978
502
$2.35M 0.01%
16,167
+6,506
503
$2.34M 0.01%
+40,851
504
$2.34M 0.01%
5,729
-1,282
505
$2.34M 0.01%
32,008
+937
506
$2.33M 0.01%
110,171
-235
507
$2.32M 0.01%
23,004
+819
508
$2.32M 0.01%
28,617
-716
509
$2.3M 0.01%
26,157
-4,963
510
$2.29M 0.01%
14,816
-4,215
511
$2.29M 0.01%
17,528
-5,386
512
$2.26M 0.01%
48,255
-4,850
513
$2.25M 0.01%
+104,749
514
$2.24M 0.01%
5,540
+2,386
515
$2.23M 0.01%
205,773
-139,938
516
$2.21M 0.01%
12,651
+5,757
517
$2.2M 0.01%
9,799
+8,758
518
$2.2M 0.01%
8,933
-3,406
519
$2.19M 0.01%
18,587
-4,422
520
$2.19M 0.01%
97,198
-4,665
521
$2.19M 0.01%
50,458
-42,520
522
$2.17M 0.01%
7,044
+1,775
523
$2.17M 0.01%
+69,887
524
$2.16M 0.01%
+51,018
525
$2.14M 0.01%
20,192
+683
19 20
21
22 23