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
576
$1.77M 0.01%
82,200
+17,200
577
$1.77M 0.01%
53,200
-153,364
578
$1.76M 0.01%
34,234
+479
579
$1.76M 0.01%
+39,856
580
$1.76M 0.01%
25,714
+307
581
$1.76M 0.01%
6,876
+536
582
$1.75M 0.01%
32,966
-14,354
583
$1.75M 0.01%
233,467
584
$1.73M 0.01%
8,267
-2,800
585
$1.72M 0.01%
6,473
+1,303
586
$1.72M 0.01%
59,831
-184,470
587
$1.72M 0.01%
23,034
+679
588
$1.7M 0.01%
246,312
589
$1.7M 0.01%
19,902
+1,560
590
$1.7M 0.01%
21,155
+13,003
591
$1.69M 0.01%
2,937
+1,667
592
$1.69M 0.01%
21,605
+1,785
593
$1.68M 0.01%
6,055
+88
594
$1.68M 0.01%
27,287
+22,316
595
$1.66M 0.01%
29,449
-2,401
596
$1.65M 0.01%
48,474
+25,021
597
$1.64M 0.01%
66,051
-4,888
598
$1.64M 0.01%
170,989
-5,300
599
$1.63M 0.01%
66,261
+33,625
600
$1.62M 0.01%
17,677
+799
22 23
24
25 26