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
626
$1.25M 0.01%
11,085
+1,150
627
$1.25M 0.01%
18,331
+495
628
$1.25M 0.01%
12,549
+3,210
629
$1.25M 0.01%
49,609
+22,884
630
$1.25M 0.01%
15,865
-314
631
$1.24M 0.01%
17,416
+2,432
632
$1.24M 0.01%
173,280
633
$1.23M 0.01%
2,078
+1,128
634
$1.23M 0.01%
15,372
+1,507
635
$1.22M 0.01%
17,765
-128
636
$1.22M 0.01%
20,160
-1
637
$1.21M 0.01%
6,999
+383
638
$1.21M 0.01%
98,622
-22,429
639
$1.2M 0.01%
15,315
-2,485
640
$1.2M 0.01%
59,584
-3,582
641
$1.2M 0.01%
10,670
+108
642
$1.19M 0.01%
35,982
-775
643
$1.19M 0.01%
29,667
+852
644
$1.18M 0.01%
6,572
-121
645
$1.18M 0.01%
4,789
+539
646
$1.18M 0.01%
4,679
-139
647
$1.18M 0.01%
20,073
+484
648
$1.18M 0.01%
84,843
+674
649
$1.17M 0.01%
15,095
-2,599
650
$1.17M 0.01%
33,708
-45,839
24 25
26
27 28