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
626
$1.5M 0.01%
52,250
-429
627
$1.49M 0.01%
64,181
628
$1.49M 0.01%
123,038
629
$1.48M 0.01%
19,654
-393
630
$1.48M 0.01%
8,761
+872
631
$1.48M 0.01%
36,836
+4,111
632
$1.47M 0.01%
18,506
-3,360
633
$1.47M 0.01%
117,842
-1,000
634
$1.47M 0.01%
+14,681
635
$1.46M 0.01%
8,369
+341
636
$1.45M 0.01%
10,555
+3,306
637
$1.45M 0.01%
106,141
-10,107
638
$1.45M 0.01%
32,332
-259
639
$1.44M 0.01%
9,899
+2,490
640
$1.43M 0.01%
77,303
+20,016
641
$1.42M 0.01%
6,812
-34,283
642
$1.42M 0.01%
19,792
-704
643
$1.42M 0.01%
247,782
644
$1.42M 0.01%
15,073
+751
645
$1.41M 0.01%
14,927
-1,025
646
$1.41M 0.01%
16,311
+1,256
647
$1.4M 0.01%
28,024
-4,068
648
$1.4M 0.01%
8,471
-7,593
649
$1.4M 0.01%
13,874
+681
650
$1.4M 0.01%
5,051
+1,722
24 25
26
27 28