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
$16B
AUM Growth
+$2.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,394
New
Increased
Reduced
Closed

Top Buys

1
+$347M
2
+$207M
3
+$205M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$141M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$119M

Top Sells

1
+$624M
2
+$229M
3
+$73.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$55.7M
5
EW icon
Edwards Lifesciences
EW
+$32.4M

Sector Composition

1 Technology 15.83%
2 Financials 4.3%
3 Consumer Discretionary 3.58%
4 Healthcare 3.22%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1.44M 0.01%
40,062
-21,659
577
$1.44M 0.01%
9,521
+777
578
$1.44M 0.01%
23,362
+99
579
$1.43M 0.01%
116,600
580
$1.42M 0.01%
17,612
+7,338
581
$1.41M 0.01%
33,701
-7,074
582
$1.4M 0.01%
17,508
-4,630
583
$1.4M 0.01%
5,863
+320
584
$1.39M 0.01%
13,008
+2,335
585
$1.39M 0.01%
4,865
+1,853
586
$1.39M 0.01%
21,199
-789
587
$1.38M 0.01%
1,976
+871
588
$1.37M 0.01%
7,794
+2,743
589
$1.37M 0.01%
31,465
-1,039
590
$1.37M 0.01%
26,714
-1,484
591
$1.37M 0.01%
22,402
-537
592
$1.37M 0.01%
+15,269
593
$1.36M 0.01%
17,707
+622
594
$1.35M 0.01%
24,112
+18,772
595
$1.35M 0.01%
18,596
-1,972
596
$1.35M 0.01%
+190,614
597
$1.35M 0.01%
+58,900
598
$1.35M 0.01%
8,008
-98
599
$1.34M 0.01%
8,924
+4,731
600
$1.33M 0.01%
416
-3
22 23
24
25 26