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
601
$1.61M 0.01%
7,408
+5,393
602
$1.61M 0.01%
30,463
+427
603
$1.61M 0.01%
18,401
-59
604
$1.61M 0.01%
10,891
+2,631
605
$1.59M 0.01%
76,142
+52,150
606
$1.59M 0.01%
6,081
+395
607
$1.58M 0.01%
26,244
+42
608
$1.58M 0.01%
132,003
609
$1.58M 0.01%
10,257
-381
610
$1.57M 0.01%
5,002
+1,201
611
$1.57M 0.01%
+21,818
612
$1.57M 0.01%
15,799
+282
613
$1.55M 0.01%
26,868
+1,381
614
$1.55M 0.01%
20,357
-1,819
615
$1.54M 0.01%
40,556
-2,088
616
$1.54M 0.01%
33,376
+15,597
617
$1.54M 0.01%
15,628
+12,421
618
$1.54M 0.01%
83,551
-2,931
619
$1.52M 0.01%
21,167
-1,851
620
$1.52M 0.01%
16,790
+879
621
$1.51M 0.01%
12,428
622
$1.51M 0.01%
25,602
+12,002
623
$1.5M 0.01%
16,320
+1,337
624
$1.5M 0.01%
14,124
+2,978
625
$1.5M 0.01%
22,703
+363
23 24
25
26 27