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
551
$1.92M 0.01%
11,928
-6,761
552
$1.91M 0.01%
36,900
+859
553
$1.91M 0.01%
79,779
554
$1.91M 0.01%
18,476
-14,783
555
$1.89M 0.01%
43,520
+7,541
556
$1.89M 0.01%
14,362
-1,381
557
$1.88M 0.01%
49,821
-19,967
558
$1.88M 0.01%
34,588
+6,669
559
$1.88M 0.01%
77,012
+175
560
$1.87M 0.01%
24,981
+7,508
561
$1.86M 0.01%
32,939
+2,248
562
$1.84M 0.01%
7,975
+4,066
563
$1.83M 0.01%
21,737
+12,721
564
$1.82M 0.01%
20,184
-1,556
565
$1.81M 0.01%
23,814
+5,895
566
$1.8M 0.01%
22,455
-223
567
$1.8M 0.01%
17,423
+720
568
$1.8M 0.01%
62,796
+6,870
569
$1.8M 0.01%
26,705
-232,358
570
$1.78M 0.01%
86,500
+19,300
571
$1.78M 0.01%
5,679
+109
572
$1.78M 0.01%
75,084
-2,985
573
$1.78M 0.01%
25,873
-555
574
$1.78M 0.01%
12,512
+64
575
$1.77M 0.01%
476
+76
21 22
23
24 25