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
526
$2.13M 0.01%
50,112
-20,209
527
$2.12M 0.01%
8,657
+878
528
$2.12M 0.01%
15,160
+6,470
529
$2.12M 0.01%
6,056
+2,390
530
$2.12M 0.01%
37,264
531
$2.11M 0.01%
20,505
+4,724
532
$2.1M 0.01%
83,173
+10,788
533
$2.08M 0.01%
18,751
+12,354
534
$2.07M 0.01%
5,128
+1,732
535
$2.05M 0.01%
5,267
+113
536
$2.04M 0.01%
25,425
+15,221
537
$2.03M 0.01%
6,657
+63
538
$2.01M 0.01%
16,434
+2,011
539
$2.01M 0.01%
16,198
+49
540
$2.01M 0.01%
35,930
+13,929
541
$2M 0.01%
2,608
+244
542
$2M 0.01%
85,535
+46,203
543
$1.99M 0.01%
22,286
+959
544
$1.99M 0.01%
49,687
+5,836
545
$1.98M 0.01%
29,187
+8,758
546
$1.97M 0.01%
42,117
-3,906
547
$1.97M 0.01%
+75,026
548
$1.97M 0.01%
3,533
+37
549
$1.95M 0.01%
13,052
+727
550
$1.93M 0.01%
2,325
+650
20 21
22
23 24