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
651
$1.38M 0.01%
20,045
-2,242
652
$1.38M 0.01%
5,948
+4,842
653
$1.37M 0.01%
31,450
-7,568
654
$1.36M 0.01%
4,635
+112
655
$1.36M 0.01%
23,023
+3,855
656
$1.35M 0.01%
108,625
-7,975
657
$1.35M 0.01%
54,522
-566
658
$1.35M 0.01%
47,884
+2,583
659
$1.34M 0.01%
4,701
-14,852
660
$1.34M 0.01%
21,391
+3,108
661
$1.34M 0.01%
58,900
662
$1.33M 0.01%
80,578
+41,000
663
$1.33M 0.01%
17,970
+3,376
664
$1.33M 0.01%
19,032
-476
665
$1.32M 0.01%
5,373
+651
666
$1.32M 0.01%
109,625
+7,003
667
$1.3M 0.01%
63,394
+803
668
$1.3M 0.01%
7,836
+1,779
669
$1.29M 0.01%
16,943
-83,864
670
$1.28M 0.01%
4,308
+2,818
671
$1.28M 0.01%
39,297
+16,078
672
$1.28M 0.01%
2,503
-670
673
$1.27M 0.01%
23,904
+189
674
$1.27M 0.01%
+36,920
675
$1.27M 0.01%
11,133
-191
25 26
27
28 29